SageView Advisory Group, LLC

Position in GIS — General Mills Inc

CIK 1914558 NEWPORT BEACH, CA

Position in GIS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$282,193

+$6,765 QoQ

Shares Held

8,109

+9.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#844

of 1,331 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SageView Advisory Group, LLC holds $2,326,231 across 5 Packaged Foods names. GIS ranks #5 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co	5,902	$663,975
2	JBSS	Sanfilippo John B & Son Inc	6,170	$530,558
3	CENT	Central Garden & Pet Co	11,911	$495,883
4	UTZ	Utz Brands, Inc.	45,925	$353,622
5	GIS	General Mills Inc This page	8,109	$282,193

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,193	8,109	+9.6%	Shares	Sole	2026-08-10
2026-03-31	$275,428	7,400	-11.7%	Shares	Sole	2026-08-10
2025-12-31	$389,716	8,381	-8.3%	Shares	Sole	2026-02-17
2025-09-30	$460,939	9,142	-4.8%	Shares	Sole	2025-11-13
2025-06-30	$497,479	9,602	-4.7%	Shares	Sole	2025-08-13
2025-03-31	$602,264	10,073	-5.3%	Shares	Sole	2025-05-19
2024-12-31	$678,640	10,642	+6.2%	Shares	Sole	2025-02-13
2024-09-30	$739,903	10,019	-9.3%	Shares	Sole	2024-11-14
2024-06-30	$698,453	11,041	+67.0%	Shares	Sole	2024-08-15
2024-03-31	$462,501	6,610	-57.7%	Shares	Sole	2024-05-09
2023-12-31	$1,017,161	15,615	+24.0%	Shares	Sole	2024-03-06
2023-09-30	$805,954	12,595	-17.1%	Shares	Sole	2023-11-03
2023-06-30	$1,164,612	15,184	+2.8%	Shares	Sole	2023-08-11
2023-03-31	$1,261,816	14,765	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.