Concord Wealth Partners

Position in GIS — General Mills Inc

CIK 1814214 ABINGDON, VA

Position in GIS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,667

-$4,119 QoQ

Shares Held

364

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,190

of 1,335 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $109,822 across 3 Packaged Foods names. GIS ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRL	Hormel Foods Corp /De/	3,294	$81,757
2	CAG	Conagra Brands Inc.	1,144	$15,398
3	GIS	General Mills Inc This page	364	$12,667

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,667	364	+0.8%	Shares	Sole	2026-07-27
2025-12-31	$16,786	361	+24.9%	Shares	Sole	2026-01-29
2025-09-30	$14,571	289	-30.2%	Shares	Sole	2025-11-05
2025-06-30	$21,449	414	+50.5%	Shares	Sole	2025-07-25
2025-03-31	$16,442	275	-8.3%	Shares	Sole	2025-05-02
2024-12-31	$19,131	300	0.0%	Shares	Sole	2025-01-24
2024-09-30	$22,155	300	0.0%	Shares	Sole	2024-10-24
2024-06-30	$18,978	300	0.0%	Shares	Sole	2024-07-31
2024-03-31	$20,991	300	0.0%	Shares	Sole	2024-04-30
2023-12-31	$19,542	300	-13.3%	Shares	Sole	2024-04-30
2023-09-30	$22,140	346	0.0%	Shares	Sole	2024-04-30
2023-06-30	$26,538	346	0.0%	Shares	Sole	2023-08-08
2023-03-31	$29,569	346	-15.0%	Shares	Sole	2023-04-26
2022-12-31	$34,126	407	-4.0%	Shares	Sole	2023-01-30
2022-06-30	$31,990	424	-55.6%	Shares	Sole	2022-08-04
2022-03-31	$64,672	955	+0.1%	Shares	Sole	2022-04-20
2021-12-31	$64,280	954	+7.9%	Shares	Sole	2022-01-21
2021-09-30	$52,880	884	-2.0%	Shares	Sole	2021-11-09
2021-06-30	$54,958	902	-12.2%	Shares	Sole	2021-07-29
2021-03-31	$62,975	1,027	+9.3%	Shares	Sole	2021-05-13
2020-12-31	$55,272	940	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.