Center for Financial Planning, Inc.

Position in GIS — General Mills Inc

CIK 1803557 SOUTHFIED, MI

Position in GIS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$295,800

-$112,875 QoQ

Shares Held

8,500

-22.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#827

of 1,331 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $314,304 across 5 Packaged Foods names. GIS ranks #1 (94.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	8,500	$295,800
2	SJM	J M SMUCKER Co	100	$11,250
3	CAG	Conagra Brands Inc.	349	$4,697
4	KHC	Kraft Heinz Co	104	$2,456
5	BYND	Beyond Meat, Inc.	4	$101

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,800	8,500	-22.6%	Shares	Sole	2026-07-21
2026-03-31	$408,675	10,980	-0.8%	Shares	Sole	2026-05-04
2025-12-31	$514,569	11,066	+0.8%	Shares	Sole	2026-02-05
2025-09-30	$553,611	10,980	-1.7%	Shares	Sole	2025-11-06
2025-06-30	$578,717	11,170	0.0%	Shares	Sole	2025-08-04
2025-03-31	$667,854	11,170	0.0%	Shares	Sole	2025-04-22
2024-12-31	$712,310	11,170	0.0%	Shares	Sole	2025-01-30
2024-09-30	$824,904	11,170	-12.0%	Shares	Sole	2024-10-16
2024-06-30	$802,769	12,690	0.0%	Shares	Sole	2024-07-18
2024-03-31	$887,919	12,690	0.0%	Shares	Sole	2024-04-25
2023-12-31	$826,626	12,690	0.0%	Shares	Sole	2024-01-29
2023-09-30	$812,033	12,690	0.0%	Shares	Sole	2023-10-24
2023-06-30	$973,323	12,690	0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,084,487	12,690	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,064,056	12,690	0.0%	Shares	Sole	2023-01-27
2022-09-30	$972,180	12,690	0.0%	Shares	Sole	2022-10-14
2022-06-30	$957,460	12,690	0.0%	Shares	Sole	2022-08-12
2022-03-31	$859,366	12,690	0.0%	Shares	Sole	2022-05-03
2021-12-31	$855,052	12,690	0.0%	Shares	Sole	2022-02-08
2021-09-30	$759,115	12,690	0.0%	Shares	Sole	2021-11-17
2021-06-30	$773,201	12,690	0.0%	Shares	Sole	2021-07-29
2021-03-31	$778,150	12,690	0.0%	Shares	Sole	2021-05-10
2020-12-31	$746,172	12,690	-1.4%	Shares	Sole	2021-02-09
2020-09-30	$794,191	12,876	0.0%	Shares	Sole	2020-11-12
2020-06-30	$793,805	12,876	0.0%	Shares	Sole	2020-08-06
2020-03-31	$679,466	12,876	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.