Position in GIS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,421,719
+$831,634 QoQ
Shares Held
40,854
+157.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#412
of 1,331 holders
Holding Since
Sep 2020
8 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, 2026Pacific Capital Wealth Advisors, Inc. holds $1,825,519 across 2 Packaged Foods names. GIS ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
40,854 | $1,421,719 | |
| 2 | CAG |
Conagra Brands Inc.
|
30,000 | $403,800 |
All Filings in GIS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421,719 | 40,854 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $590,085 | 15,854 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $54,459 | 854 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $63,067 | 854 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $54,024 | 854 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $59,754 | 854 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $55,629 | 854 | Shares | Sole | 2024-02-06 | |
| 2020-09-30 | $52,674 | 854 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||