Position in GIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$161,158
+$3,048 QoQ
Shares Held
4,631
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 482 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Bogart Wealth, LLC holds $352,982 across 18 Packaged Foods names. GIS ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
4,631 | $161,158 | |
| 2 | KHC |
Kraft Heinz Co
|
4,377 | $103,384 | |
| 3 | CPB |
CAMPBELL'S Co
|
1,111 | $24,741 | |
| 4 | CAG |
Conagra Brands Inc.
|
1,065 | $14,334 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
279 | $12,047 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
316 | $7,843 | |
| 7 | DAR |
Darling Ingredients Inc.
|
114 | $6,226 | |
| 8 | OFRM |
Once Upon a Farm, PBC
|
250 | $5,120 |
All Filings in GIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,158 | 4,631 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $158,110 | 4,248 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $197,718 | 4,252 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $213,226 | 4,229 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $218,690 | 4,221 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $243,345 | 4,070 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $258,587 | 4,055 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $284,617 | 3,854 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $243,740 | 3,853 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $269,524 | 3,852 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $213,984 | 3,285 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $179,619 | 2,807 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $215,296 | 2,807 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $239,800 | 2,806 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $296,493 | 3,536 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $270,816 | 3,535 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $275,015 | 3,645 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $198,555 | 2,932 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $197,490 | 2,931 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $175,332 | 2,931 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $178,463 | 2,929 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $77,324 | 1,261 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $65,209 | 1,109 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,325,564 | 21,491 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,301,924 | 21,118 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $957,722 | 18,149 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||