Position in GIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$649,750
+$28,735 QoQ
Shares Held
18,671
+11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#575
of 1,300 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,090,947 across 7 Packaged Foods names. GIS ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
18,671 | $649,750 | |
| 2 | KHC |
Kraft Heinz Co
|
26,133 | $617,261 | |
| 3 | CAG |
Conagra Brands Inc.
|
35,786 | $481,679 | |
| 4 | FLO |
Flowers Foods Inc
|
49,631 | $392,084 | |
| 5 | CPB |
CAMPBELL'S Co
|
16,438 | $366,074 | |
| 6 | SENEA |
Seneca Foods Corp
|
1,989 | $345,966 | |
| 7 | MKC |
Mccormick & Co Inc
|
4,723 | $238,133 |
All Filings in GIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,750 | 18,671 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $621,015 | 16,685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,301,302 | 27,985 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,019,191 | 38,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,368,042 | 39,606 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,608,001 | 40,897 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,110,045 | 42,113 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,368,250 | 21,629 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,501,346 | 21,457 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,424,481 | 21,868 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,357,355 | 21,212 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $608,000 | 7,927 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $495,240 | 5,795 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,963,012 | 23,411 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,723,112 | 22,492 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,452,186 | 19,247 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,314,648 | 19,413 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,351,103 | 20,052 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,335,421 | 22,324 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,518,907 | 41,341 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $3,023,076 | 49,300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $694,545 | 11,812 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $830,089 | 13,458 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $937,943 | 15,214 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $929,754 | 17,619 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||