Waverly Advisors, LLC

Position in GIS — General Mills Inc

CIK 1568787 BIRMINGHAM, AL

Position in GIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,531,817

+$229,845 QoQ

Shares Held

101,489

+14.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#253

of 1,335 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Waverly Advisors, LLC holds $17,679,124 across 9 Packaged Foods names. GIS ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc	240,383	$12,120,110
2	GIS	General Mills Inc This page	101,489	$3,531,817
3	SJM	J M SMUCKER Co	5,579	$627,637
4	DAR	Darling Ingredients Inc.	5,769	$315,102
5	CAG	Conagra Brands Inc.	22,418	$301,746
6	LW	Lamb Weston Holdings, Inc.	6,914	$298,546
7	KHC	Kraft Heinz Co	11,438	$270,165
8	MICC	Magnum Ice Cream Co N.V.	12,253	$213,324

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,531,817	101,489	+14.4%	Shares	Sole	2026-08-14
2026-03-31	$3,301,972	88,715	+6.8%	Shares	Sole	2026-05-15
2025-12-31	$3,861,871	83,051	+1362.4%	Shares	Sole	2026-02-17
2025-09-30	$286,335	5,679	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$293,814	5,671	-6.0%	Shares	Sole	2025-08-14
2025-03-31	$360,652	6,032	+48.1%	Shares	Sole	2025-05-15
2024-12-31	$259,671	4,072	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$304,334	4,121	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$265,628	4,199	-36.7%	Shares	Sole	2024-08-14
2024-03-31	$464,110	6,633	+3.9%	Shares	Sole	2024-05-15
2023-12-31	$415,723	6,382	-2.4%	Shares	Other	2024-02-14
2023-09-30	$418,429	6,539	-43.4%	Shares	Other	2023-11-14
2023-06-30	$886,574	11,559	+0.1%	Shares	Other	2023-08-15
2023-03-31	$986,720	11,546	-48.7%	Shares	Other	2023-05-16
2022-12-31	$1,886,960	22,504	0.0%	Shares	Sole	2023-02-15
2022-09-30	$1,724,031	22,504	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.