CBIZ Investment Advisory Services, LLC
Position in GIS — General Mills Inc
CIK 1795934
INDEPENDENCE, OH
Position in GIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,451
-$1,074 QoQ
Shares Held
444
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,173
of 1,335 holders
Holding Since
Dec 2024
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, 2026CBIZ Investment Advisory Services, LLC holds $16,277 across 2 Packaged Foods names. GIS ranks #1 (94.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
444 | $15,451 | |
| 2 | KHC |
Kraft Heinz Co
|
35 | $826 |
All Filings in GIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,451 | 444 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,525 | 444 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $53,335 | 1,147 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $35,344 | 701 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27,407 | 529 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,340 | 474 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $30,226 | 474 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||