Position in GIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$32,529,902
+$30,360,403 QoQ
Shares Held
934,768
+1503.7% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#67
of 1,331 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $52,368,224 across 14 Packaged Foods names. GIS ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
934,768 | $32,529,902 | |
| 2 | SJM |
J M SMUCKER Co
|
60,254 | $6,778,561 | |
| 3 | KHC |
Kraft Heinz Co
|
187,507 | $4,428,894 | |
| 4 | CPB |
CAMPBELL'S Co
|
110,262 | $2,455,511 | |
| 5 | CAG |
Conagra Brands Inc.
|
102,250 | $1,376,262 | |
| 6 | SMPL |
Simply Good Foods Co
|
66,767 | $886,655 | |
| 7 | MKC |
Mccormick & Co Inc
|
17,467 | $880,676 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
61,384 | $794,295 |
All Filings in GIS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,529,902 | 934,768 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,169,499 | 58,289 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $18,818,207 | 404,693 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $17,445,547 | 346,005 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $16,647,408 | 321,317 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,375,069 | 56,449 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,634,428 | 56,993 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,660,586 | 49,568 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,873,262 | 45,420 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,604,275 | 37,220 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,538,398 | 85,023 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,656,525 | 229,044 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,398,412 | 239,875 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $21,187,328 | 247,921 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $17,262,786 | 205,877 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,318,265 | 173,845 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,289,371 | 162,881 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,353,194 | 123,349 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,403,444 | 109,876 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,112,228 | 102,177 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,702,709 | 126,419 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,668,904 | 76,140 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,321,917 | 73,502 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,078,343 | 66,121 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,009,839 | 65,042 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,958,488 | 75,014 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||