Morningstar Investment Management LLC

Position in GIS — General Mills Inc

CIK 1673385 CHICAGO, IL

Position in GIS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,957,338

-$205,654 QoQ

Shares Held

84,981

0.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#288

of 1,331 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Morningstar Investment Management LLC holds $9,152,458 across 6 Packaged Foods names. GIS ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	84,981	$2,957,338
2	CPB	CAMPBELL'S Co	119,361	$2,658,169
3	KHC	Kraft Heinz Co	87,065	$2,056,475
4	MKC	Mccormick & Co Inc	12,302	$620,266
5	SMPL	Simply Good Foods Co	33,823	$449,169
6	INGR	Ingredion Inc	4,340	$411,041

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,957,338	84,981	0.0%	Shares	Sole	2026-07-21
2026-03-31	$3,162,992	84,981	+51.5%	Shares	Sole	2026-05-14
2025-12-31	$2,608,557	56,098	+8.5%	Shares	Sole	2026-02-09
2025-09-30	$2,605,957	51,685	+1474.3%	Shares	Sole	2025-11-17
2024-12-31	$209,356	3,283	0.0%	Shares	Sole	2025-02-03
2024-09-30	$242,449	3,283	-65.2%	Shares	Sole	2024-11-12
2024-06-30	$597,111	9,439	0.0%	Shares	Sole	2024-08-08
2024-03-31	$660,446	9,439	0.0%	Shares	Sole	2024-05-13
2023-12-31	$614,856	9,439	+5.1%	Shares	Sole	2024-02-13
2023-09-30	$574,694	8,981	0.0%	Shares	Sole	2024-04-09
2023-06-30	$688,842	8,981	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.