Foundations Investment Advisors, LLC

Endowment

Position in GIS — General Mills Inc

CIK 1743404 PHOENIX, AZ

Position in GIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,975,456

+$33,094 QoQ

Shares Held

56,766

+8.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#350

of 1,331 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $5,336,059 across 6 Packaged Foods names. GIS ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	56,766	$1,975,456
2	HRL	Hormel Foods Corp /De/	63,323	$1,571,676
3	SJM	J M SMUCKER Co	6,540	$735,750
4	MKC	Mccormick & Co Inc	8,029	$404,822
5	LW	Lamb Weston Holdings, Inc.	8,375	$361,632
6	KHC	Kraft Heinz Co	12,139	$286,723

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,975,456	56,766	+8.8%	Shares	Sole	2026-08-14
2026-03-31	$1,942,362	52,186	+37.8%	Shares	Sole	2026-05-11
2025-12-31	$1,761,187	37,875	+91.9%	Shares	Sole	2026-02-10
2025-09-30	$995,341	19,741	-5.4%	Shares	Sole	2025-11-03
2025-06-30	$1,080,808	20,861	+9.4%	Shares	Sole	2025-08-08
2025-03-31	$1,140,135	19,069	-0.0%	Shares	Sole	2025-05-07
2024-12-31	$1,216,540	19,077	+26.2%	Shares	Sole	2025-01-22
2024-09-30	$1,116,685	15,121	+27.9%	Shares	Sole	2024-10-21
2024-06-30	$747,606	11,818	+4.0%	Shares	Sole	2024-08-02
2024-03-31	$794,999	11,362	+2.9%	Shares	Sole	2024-05-13
2023-12-31	$719,406	11,044	+23.1%	Shares	Sole	2024-02-08
2023-09-30	$574,182	8,973	+15.5%	Shares	Sole	2023-10-05
2023-06-30	$595,882	7,769	-22.4%	Shares	Sole	2023-07-19
2023-03-31	$855,283	10,008	+20.3%	Shares	Sole	2023-04-25
2022-12-31	$697,715	8,321	+20.2%	Shares	Sole	2023-01-11
2022-09-30	$530,141	6,920	+1.2%	Shares	Sole	2022-10-19
2022-06-30	$515,700	6,835	-23.1%	Shares	Sole	2022-07-08
2022-03-31	$601,759	8,886	+2.6%	Shares	Sole	2022-04-19
2021-12-31	$583,712	8,663	+16.4%	Shares	Sole	2022-01-21
2021-09-30	$445,240	7,443	+3.3%	Shares	Sole	2021-10-13
2021-06-30	$439,000	7,205	+19.2%	Shares	Sole	2021-07-14
2021-03-31	$370,618	6,044	+4.2%	Shares	Sole	2021-04-09
2020-12-31	$341,098	5,801	-43.7%	Shares	Sole	2021-01-13
2020-09-30	$635,550	10,304	-32.0%	Shares	Sole	2020-10-07
2020-06-30	$934,305	15,155	-7.1%	Shares	Sole	2020-07-08
2020-03-31	$860,889	16,314	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.