Position in GIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$42,525
-$76,839 QoQ
Shares Held
1,222
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,099
of 1,331 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $516,317 across 9 Packaged Foods names. GIS ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
6,118 | $308,469 | |
| 2 | SJM |
J M SMUCKER Co
|
525 | $59,062 | |
| 3 | INGR |
Ingredion Inc
|
587 | $55,594 | |
| 4 | GIS |
General Mills Inc
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|
1,222 | $42,525 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
984 | $24,422 | |
| 6 | KHC |
Kraft Heinz Co
|
389 | $9,188 | |
| 7 | CAG |
Conagra Brands Inc.
|
656 | $8,829 | |
| 8 | FLO |
Flowers Foods Inc
|
681 | $5,379 |
All Filings in GIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,525 | 1,222 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $119,364 | 3,207 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $151,450 | 3,257 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $164,217 | 3,257 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $184,288 | 3,557 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $212,673 | 3,557 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $268,280 | 4,207 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $312,533 | 4,232 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $242,285 | 3,830 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $267,985 | 3,830 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $282,056 | 4,330 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $281,492 | 4,399 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $364,248 | 4,749 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $405,849 | 4,749 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $398,203 | 4,749 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $337,007 | 4,399 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $338,317 | 4,484 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $322,618 | 4,764 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $332,385 | 4,933 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $301,971 | 5,048 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $324,635 | 5,328 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $326,712 | 5,328 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $313,286 | 5,328 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $313,827 | 5,088 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $303,256 | 4,919 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $296,884 | 5,626 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||