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Summit Financial, LLC

Position in GIS — General Mills Inc

CIK 1765536 PARSIPPANY, NJ

Position in GIS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$527,707
-$383,848 QoQ
Shares Held
15,164
-38.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#634
of 1,331 holders
Holding Since
Dec 2024
7 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, 2026

Summit Financial, LLC holds $6,923,416 across 7 Packaged Foods names. GIS ranks #3 (7.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 GIS
General Mills Inc
This page
15,164 $527,707

All Filings in GIS

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $527,707 15,164
2026-03-31 $911,555 24,491
2025-12-31 $390,274 8,393
2025-09-30 $495,326 9,824
2025-06-30 $662,339 12,784
2025-03-31 $465,644 7,788
2024-12-31 $486,054 7,622