Position in GIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,331,717
+$1,325,373 QoQ
Shares Held
95,739
+77.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#264
of 1,331 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Peak Retirement Planning, Inc. holds $6,617,424 across 2 Packaged Foods names. GIS ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
95,739 | $3,331,717 | |
| 2 | KHC |
Kraft Heinz Co
|
139,107 | $3,285,707 |
All Filings in GIS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,331,717 | 95,739 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,006,344 | 53,905 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,001,127 | 43,035 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,787,540 | 35,453 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,215,203 | 23,455 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $977,985 | 16,357 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $797,890 | 12,512 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||