Concurrent Investment Advisors, LLC

Position in GIS — General Mills Inc

CIK 2001015 Tampa, FL

Position in GIS

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

Position Value

$3,192,064

+$2,129,620 QoQ

Shares Held

91,726

+221.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#269

of 1,300 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $5,889,669 across 8 Packaged Foods names. GIS ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	91,726	$3,192,064
2	KHC	Kraft Heinz Co	29,913	$706,544
3	MKC	Mccormick & Co Inc	12,418	$626,115
4	CAG	Conagra Brands Inc.	26,173	$352,287
5	LW	Lamb Weston Holdings, Inc.	6,262	$270,392
6	POST	Post Holdings, Inc.	2,987	$263,631
7	FLO	Flowers Foods Inc	30,810	$243,399
8	SJM	J M SMUCKER Co	2,091	$235,237

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,192,064	91,726	+221.3%	Shares	Sole	2026-07-27
2026-03-31	$1,062,444	28,545	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$1,331,480	28,634	+61.0%	Shares	Sole	2026-01-29
2025-09-30	$896,971	17,790	+4.6%	Shares	Sole	2025-10-27
2025-06-30	$880,821	17,001	+1.3%	Shares	Sole	2025-07-25
2025-03-31	$1,002,977	16,775	+9.6%	Shares	Sole	2025-04-29
2024-12-31	$975,999	15,305	-55.6%	Shares	Sole	2025-02-03
2024-09-30	$2,545,831	34,473	+107.2%	Shares	Sole	2024-10-30
2024-06-30	$1,052,646	16,640	+134.9%	Shares	Sole	2024-07-30
2024-03-31	$495,667	7,084	-11.7%	Shares	Sole	2024-05-07
2023-12-31	$522,618	8,023	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.