MISSION WEALTH MANAGEMENT, LP

Position in GIS — General Mills Inc

CIK 1645382 Santa Barbara, CA

Position in GIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$892,933

+$300,019 QoQ

Shares Held

25,659

+61.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#500

of 1,331 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $2,066,548 across 5 Packaged Foods names. GIS ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	25,659	$892,933
2	MKC	Mccormick & Co Inc	7,296	$367,864
3	KHC	Kraft Heinz Co	12,562	$296,714
4	CAG	Conagra Brands Inc.	19,389	$260,975
5	SJM	J M SMUCKER Co	2,205	$248,062

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$892,933	25,659	+61.1%	Shares	Sole	2026-07-20
2026-03-31	$592,914	15,930	+4.3%	Shares	Sole	2026-05-15
2025-12-31	$710,287	15,275	-1.7%	Shares	Sole	2026-02-05
2025-09-30	$783,879	15,547	+6.7%	Shares	Sole	2025-11-04
2025-06-30	$755,182	14,576	-2.9%	Shares	Sole	2025-08-05
2025-03-31	$897,866	15,017	+2.7%	Shares	Sole	2025-04-17
2024-12-31	$932,891	14,629	+0.7%	Shares	Sole	2025-02-06
2024-09-30	$1,073,188	14,532	+2.9%	Shares	Sole	2024-10-31
2024-06-30	$893,294	14,121	+15.0%	Shares	Sole	2024-08-05
2024-03-31	$858,811	12,274	-5.1%	Shares	Sole	2024-04-30
2023-12-31	$842,781	12,938	+11.0%	Shares	Sole	2024-02-05
2023-09-30	$746,187	11,661	+5.9%	Shares	Sole	2023-10-24
2023-06-30	$844,543	11,011	+10.7%	Shares	Sole	2023-08-04
2023-03-31	$850,412	9,951	+7.4%	Shares	Sole	2023-04-07
2022-12-31	$776,954	9,266	+10.4%	Shares	Sole	2023-02-02
2022-09-30	$643,217	8,396	+13.9%	Shares	Sole	2022-10-12
2022-06-30	$555,991	7,369	+127.6%	Shares	Sole	2022-07-27
2022-03-31	$219,277	3,238	-0.1%	Shares	Sole	2022-04-25
2021-12-31	$218,378	3,241	-29.5%	Shares	Sole	2022-02-11
2021-09-30	$275,172	4,600	-35.3%	Shares	Sole	2021-11-05
2021-06-30	$432,968	7,106	-4.9%	Shares	Sole	2021-08-10
2021-03-31	$458,244	7,473	+51.0%	Shares	Sole	2021-05-10
2020-12-31	$291,001	4,949	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.