Valeo Financial Advisors, LLC

Position in GIS — General Mills Inc

CIK 1722641 CARMEL, IN

Position in GIS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,320,764

+$100,135 QoQ

Shares Held

37,953

+15.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#426

of 1,331 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,749,242 across 5 Packaged Foods names. GIS ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	37,953	$1,320,764
2	KHC	Kraft Heinz Co	25,379	$599,451
3	CPB	CAMPBELL'S Co	18,845	$419,678
4	SJM	J M SMUCKER Co	2,249	$253,012
5	CAG	Conagra Brands Inc.	11,615	$156,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,320,764	37,953	+15.7%	Shares	Sole	2026-07-08
2026-03-31	$1,220,629	32,795	+2.8%	Shares	Sole	2026-05-08
2025-12-31	$1,483,536	31,904	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$1,623,725	32,204	+25.3%	Shares	Sole	2025-11-03
2025-06-30	$1,331,257	25,695	-2.1%	Shares	Sole	2025-09-12
2025-03-31	$1,569,547	26,251	+4.7%	Shares	Sole	2025-04-30
2024-12-31	$1,598,905	25,073	-8.9%	Shares	Sole	2025-01-30
2024-09-30	$2,032,204	27,518	-3.3%	Shares	Sole	2024-10-10
2024-06-30	$1,800,632	28,464	+4.1%	Shares	Sole	2024-07-10
2024-03-31	$1,913,679	27,350	+2.6%	Shares	Sole	2024-04-25
2023-12-31	$1,735,915	26,649	+4.3%	Shares	Sole	2024-01-29
2023-09-30	$1,634,688	25,546	-1.8%	Shares	Sole	2023-10-20
2023-06-30	$1,995,580	26,018	-1.3%	Shares	Sole	2023-07-14
2023-03-31	$2,253,751	26,372	+2.5%	Shares	Sole	2023-04-17
2022-12-31	$2,156,538	25,719	+6.7%	Shares	Sole	2023-02-09
2022-09-30	$1,846,530	24,103	+4.6%	Shares	Sole	2022-10-31
2022-06-30	$1,738,745	23,045	-4.1%	Shares	Sole	2022-08-03
2022-03-31	$1,627,988	24,040	-11.1%	Shares	Sole	2022-04-28
2021-12-31	$1,822,224	27,044	-1.1%	Shares	Sole	2022-01-07
2021-09-30	$1,636,555	27,358	+6.8%	Shares	Sole	2021-11-02
2021-06-30	$1,561,270	25,624	-0.3%	Shares	Sole	2021-07-22
2021-03-31	$1,576,353	25,707	-10.8%	Shares	Sole	2021-04-12
2020-12-31	$1,694,616	28,820	+3.0%	Shares	Sole	2021-02-11
2020-09-30	$1,725,066	27,968	-5.9%	Shares	Sole	2020-10-28
2020-06-30	$1,832,176	29,719	-5.4%	Shares	Sole	2020-07-20
2020-03-31	$1,657,716	31,414	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.