Position in GIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$344,727
+$138,382 QoQ
Shares Held
9,906
+78.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#775
of 1,331 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,164,594 across 6 Packaged Foods names. GIS ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
|
16,948 | $731,814 | |
| 2 | SJM |
J M SMUCKER Co
|
4,227 | $475,537 | |
| 3 | GIS |
General Mills Inc
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|
9,906 | $344,727 | |
| 4 | SFD |
Smithfield Foods Inc
|
11,477 | $278,431 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
17,605 | $227,808 | |
| 6 | FLO |
Flowers Foods Inc
|
13,453 | $106,277 |
All Filings in GIS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,727 | 9,906 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $206,345 | 5,544 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $310,479 | 6,677 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $354,652 | 7,034 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $378,208 | 7,300 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $243,641 | 4,075 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $243,152 | 3,813 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $284,394 | 3,851 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||