Position in GIS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$9,044
-$6,452 QoQ
Shares Held
243
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $218,528 across 2 Packaged Foods names. GIS ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POST |
Post Holdings, Inc.
|
2,119 | $209,484 | |
| 2 | GIS |
General Mills Inc
This page
|
243 | $9,044 |
All Filings in GIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,044 | 243 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $15,496 | 243 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||