XML Financial, LLC

Position in GIS — General Mills Inc

CIK 1800465 BETHESDA, MD

Position in GIS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$728,851

-$311,671 QoQ

Shares Held

20,944

-25.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#552

of 1,331 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

XML Financial, LLC holds $728,851 across 1 Packaged Foods name. GIS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GIS	General Mills Inc This page	20,944	$728,851

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$728,851	20,944	-25.1%	Shares	Sole	2026-07-24
2026-03-31	$1,040,522	27,956	+0.6%	Shares	Sole	2026-04-16
2025-12-31	$1,292,049	27,786	-13.1%	Shares	Sole	2026-02-11
2025-09-30	$1,612,280	31,977	+2.2%	Shares	Sole	2025-10-20
2025-06-30	$1,620,461	31,277	+11.2%	Shares	Sole	2025-07-17
2025-03-31	$1,682,251	28,136	-2.3%	Shares	Sole	2025-04-22
2024-12-31	$1,835,555	28,784	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$2,149,182	29,102	-2.2%	Shares	Sole	2024-11-01
2024-06-30	$1,882,174	29,753	-0.4%	Shares	Sole	2024-07-22
2024-03-31	$2,090,283	29,874	-12.8%	Shares	Sole	2024-05-15
2023-12-31	$2,231,500	34,257	+6.7%	Shares	Sole	2024-02-14
2023-09-30	$2,054,398	32,105	+3.6%	Shares	Sole	2023-11-06
2023-06-30	$2,377,316	30,995	+0.4%	Shares	Sole	2023-08-07
2023-03-31	$2,637,979	30,868	-1.6%	Shares	Sole	2023-05-15
2022-12-31	$2,630,793	31,375	-2.1%	Shares	Sole	2023-02-10
2022-09-30	$2,455,273	32,049	+3.7%	Shares	Sole	2022-11-04
2022-03-31	$2,093,834	30,919	+0.3%	Shares	Sole	2022-05-02
2021-12-31	$2,076,449	30,817	-0.3%	Shares	Sole	2022-02-01
2021-09-30	$1,848,138	30,895	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.