Position in GIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,601,287
-$1,023,318 QoQ
Shares Held
46,014
-34.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#389
of 1,331 holders
Holding Since
Mar 2021
21 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, 2026Integrated Wealth Concepts LLC holds $10,931,279 across 40 Packaged Foods names. GIS ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
71,310 | $1,684,342 | |
| 2 | GIS |
General Mills Inc
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|
46,014 | $1,601,287 | |
| 3 | CPB |
CAMPBELL'S Co
|
52,964 | $1,179,508 | |
| 4 | MKC |
Mccormick & Co Inc
|
20,078 | $1,012,361 | |
| 5 | SJM |
J M SMUCKER Co
|
7,077 | $796,162 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
18,275 | $789,114 | |
| 7 | CAG |
Conagra Brands Inc.
|
57,903 | $779,374 | |
| 8 | DAR |
Darling Ingredients Inc.
|
13,188 | $720,328 |
All Filings in GIS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,287 | 46,014 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,624,605 | 70,516 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,231,459 | 26,483 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,184,517 | 23,493 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,158,316 | 22,357 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,673,821 | 27,995 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,460,333 | 22,900 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,106,937 | 14,989 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,023,040 | 16,172 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,112,802 | 15,904 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,015,858 | 15,595 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,081,558 | 16,902 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,362,192 | 17,760 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,448,888 | 16,954 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $603,049 | 7,192 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,097,591 | 14,327 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $928,789 | 12,310 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $411,263 | 6,073 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $432,040 | 6,412 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $237,545 | 3,971 | Shares | Other | 2021-11-15 | |
| 2021-03-31 | $216,704 | 3,534 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||