Position in GIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$677,904
-$54,176 QoQ
Shares Held
19,480
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#574
of 1,331 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $850,769 across 2 Packaged Foods names. GIS ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
19,480 | $677,904 | |
| 2 | UTZ |
Utz Brands, Inc.
|
22,450 | $172,865 |
All Filings in GIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,904 | 19,480 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $732,080 | 19,669 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $919,537 | 19,775 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $997,963 | 19,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,031,796 | 19,915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,186,472 | 19,844 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,261,243 | 19,778 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,456,395 | 19,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,234,518 | 19,515 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,081,946 | 15,463 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $932,609 | 14,317 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $897,331 | 14,023 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||