Position in GIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,178
-$568 QoQ
Shares Held
235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,223
of 1,335 holders
Holding Since
Mar 2023
7 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, 2026Strategic Wealth Partners, Ltd. holds $78,786 across 7 Packaged Foods names. GIS ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
|
500 | $21,590 | |
| 2 | KHC |
Kraft Heinz Co
|
775 | $18,305 | |
| 3 | SJM |
J M SMUCKER Co
|
102 | $11,475 | |
| 4 | GIS |
General Mills Inc
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|
235 | $8,178 | |
| 5 | MKC |
Mccormick & Co Inc
|
158 | $7,966 | |
| 6 | MICC |
Magnum Ice Cream Co N.V.
|
329 | $5,727 | |
| 7 | FLO |
Flowers Foods Inc
|
702 | $5,545 |
All Filings in GIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,178 | 235 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,746 | 235 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,927 | 235 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $11,848 | 235 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,978 | 347 | Shares | Sole | 2025-08-11 | |
| 2023-06-30 | $337,019 | 4,394 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $359,444 | 4,206 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||