Soltis Investment Advisors LLC

Position in GIS — General Mills Inc

CIK 1802530 ST. GEORGE, UT

Position in GIS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$416,556

+$198,224 QoQ

Shares Held

11,970

+104.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#716

of 1,331 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Consumer Defensive · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $825,111 across 3 Packaged Foods names. GIS ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	11,970	$416,556
2	SJM	J M SMUCKER Co	2,207	$248,287
3	CAG	Conagra Brands Inc.	11,907	$160,268

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,556	11,970	+104.1%	Shares	Sole	2026-07-31
2026-03-31	$218,332	5,866	-85.4%	Shares	Sole	2026-04-27
2025-03-31	$2,400,030	40,141	+698.8%	Shares	Sole	2025-05-13
2024-03-31	$351,599	5,025	+2.3%	Shares	Sole	2024-05-29
2023-12-31	$320,032	4,913	-22.6%	Shares	Sole	2024-01-26
2023-09-30	$406,016	6,345	-82.1%	Shares	Sole	2023-11-08
2023-03-31	$3,034,342	35,506	-12.2%	Shares	Sole	2023-05-03
2022-12-31	$3,391,480	40,447	-1.4%	Shares	Sole	2023-02-09
2022-09-30	$3,143,461	41,032	-19.6%	Shares	Sole	2022-11-14
2022-06-30	$3,850,817	51,038	+23.1%	Shares	Sole	2022-08-11
2022-03-31	$2,807,671	41,460	+26.4%	Shares	Sole	2022-05-06
2021-12-31	$2,209,929	32,798	+10.1%	Shares	Sole	2022-02-09
2021-09-30	$1,781,200	29,776	+7.6%	Shares	Sole	2021-11-09
2021-06-30	$1,686,603	27,681	+16.8%	Shares	Sole	2021-08-04
2021-03-31	$1,452,977	23,695	+33.7%	Shares	Sole	2021-05-11
2020-12-31	$1,041,994	17,721	+30.2%	Shares	Sole	2021-02-10
2020-09-30	$839,773	13,615	-5.7%	Shares	Sole	2020-10-28
2020-06-30	$889,979	14,436	+43.3%	Shares	Sole	2020-08-12
2020-03-31	$531,604	10,074	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.