General Mills, Inc.
CH ˙ SWX ˙ US3703341046
SecurityCH:GIS / General Mills, Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership1,309 shares
Latest Disclosed Value $ 48,721
Evermay Wealth Management Llc reports 5.28% decrease in ownership of GIS / General Mills, Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,309 shares of General Mills, Inc. (CH:GIS) valued at $48,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,382 shares of General Mills, Inc.. This represents a change in shares of -5.28% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F GENERAL MILLS COM 370334104 1,309 -73 -5.28 49 -25.00 0.0054
2026-01-22 2025-12-31 13F GENERAL MLS COM 370334104 1,382 0 0.00 64 -7.25 0.0072
2025-11-05 2025-09-30 13F GENERAL MLS COM 370334104 1,382 0 0.00 70 -2.82 0.0080
2025-07-30 2025-06-30 13F GENERAL MLS COM 370334104 1,382 -406 -22.71 72 -33.02 0.0088
2025-05-07 2025-03-31 13F GENERAL MLS COM 370334104 1,788 -1 -0.06 107 -7.02 0.0140
2025-01-24 2024-12-31 13F GENERAL MLS COM 370334104 1,789 0 0.00 114 -13.64 0.0173
2024-10-25 2024-09-30 13F GENERAL MLS COM 370334104 1,789 -56 -3.04 132 13.79 0.0212
2024-08-01 2024-06-30 13F GENERAL MLS COM 370334104 1,845 -15 -0.81 117 -10.77 0.0187
2024-05-14 2024-03-31 13F GENERAL MLS COM 370334104 1,860 -6 -0.32 130 7.44 0.0197
2024-02-12 2023-12-31 13F GENERAL MLS COM 370334104 1,866 -809 -30.24 122 -29.24 0.0224
2023-11-14 2023-09-30 13F GENERAL MLS COM 370334104 2,675 0 0.00 171 -16.59 0.0350
2023-08-10 2023-06-30 13F GENERAL MLS COM 370334104 2,675 0 0.00 205 -10.09 0.0395
2023-05-15 2023-03-31 13F GENERAL MLS COM 370334104 2,675 0 0.00 229 1.79 0.0461
2023-01-19 2022-12-31 13F GENERAL MLS COM 370334104 2,675 0 0.00 224 9.27 0.0457
2022-11-14 2022-09-30 13F GENERAL MLS COM 370334104 2,675 0 0.00 205 1.49 0.0408
2022-08-15 2022-06-30 13F GENERAL MLS COM 370334104 2,675 0 0.00 202 11.60 0.0392
2022-05-16 2022-03-31 13F GENERAL MLS COM 370334104 2,675 -2,000 -42.78 181 -42.54 0.0304
2022-02-14 2021-12-31 13F GENERAL MLS COM 370334104 4,675 -1,240 -20.96 315 -11.02 0.0563
2021-11-12 2021-09-30 13F/A-1 GENERAL MLS COM 370334104 5,915 -600 -9.21 354 -10.83 0.0686
2021-11-12 2021-09-30 13F GENERAL MLS COM 370334104 6,515 0 397 0.0735
2021-08-13 2021-06-30 13F GENERAL MLS COM 370334104 6,515 -83 -1.26 397 -1.98 0.0735
2021-05-10 2021-03-31 13F GENERAL MLS COM 370334104 6,598 -66 -0.99 405 3.32 0.0810
2021-02-16 2020-12-31 13F GENERAL MLS COM 370334104 6,664 0 0.00 392 -4.62 0.0864
2020-11-05 2020-09-30 13F GENERAL MLS COM 370334104 6,664 -68 -1.01 411 -0.96 0.1009
2020-07-20 2020-06-30 13F GENERAL MLS COM 370334104 6,732 600 9.78 415 28.09 0.1092
2020-04-24 2020-03-31 13F GENERAL MLS COM 370334104 6,132 0 0.00 324 -1.22 0.0983
2020-02-11 2019-12-31 13F GENERAL MLS COM 370334104 6,132 815 15.33 328 11.95 0.0807
2019-10-29 2019-09-30 13F GENERAL MLS COM 370334104 5,317 1,150 27.60 293 33.79 0.0799
2019-07-23 2019-06-30 13F GENERAL MLS COM 370334104 4,167 -333 -7.40 219 -6.01 0.0608
2019-05-03 2019-03-31 13F GENERAL MLS COM 370334104 4,500 -965 -17.66 233 9.39 0.0659
2019-01-24 2018-12-31 13F GENERAL MLS COM 370334104 5,465 -303 -5.25 213 -14.11 0.0690
2018-10-29 2018-09-30 13F GENERAL MLS COM 370334104 5,768 -480 -7.68 248 -10.47 0.0774
2018-08-03 2018-06-30 13F GENERAL MLS COM 370334104 6,248 683 12.27 277 10.36 0.0923
2018-05-04 2018-03-31 13F GENERAL MLS COM 370334104 5,565 -1,530 -21.56 251 -40.38 0.0865
2018-02-07 2017-12-31 13F GENERAL MLS COM 370334104 7,095 376 5.60 421 20.98 0.1542
2017-10-23 2017-09-30 13F GENERAL MLS COM 370334104 6,719 0 0.00 348 -6.45 0.1511
2017-08-01 2017-06-30 13F GENERAL MLS COM 370334104 6,719 0 0.00 372 -6.06 0.1649
2017-05-10 2017-03-31 13F GENERAL MLS COM 370334104 6,719 1,155 20.76 396 15.12 0.1773
2017-02-01 2016-12-31 13F GENERAL MLS COM 370334104 5,564 0 0.00 344 -3.10 0.1683
2016-11-01 2016-09-30 13F GENERAL MLS COM 370334104 5,564 0 0.00 355 -10.58 0.1787
2016-08-03 2016-06-30 13F GENERAL MLS COM 370334104 5,564 0 0.00 397 12.78 0.2074
2016-05-09 2016-03-31 13F GENERAL MLS COM 370334104 5,564 -500 -8.25 352 0.57 0.1972
2016-02-05 2015-12-31 13F GENERAL MLS COM 370334104 6,064 -1,700 -21.90 350 -19.72 0.2061
2015-11-03 2015-09-30 13F GENERAL MLS COM 370334104 7,764 0 0.00 436 0.69 0.2613
2015-08-06 2015-06-30 13F GENERAL MLS COM 370334104 7,764 -566 -6.79 433 -8.07 0.2576
2015-04-30 2015-03-31 13F GENERAL MLS COM 370334104 8,330 8,330 0.00 471 0.2785
2015-02-04 2014-12-31 13F GENERAL MLS COM 370334104 0 -10,018 -100.00 0 -100.00
2014-11-04 2014-09-30 13F GENERAL MLS COM 370334104 10,018 -169 -1.66 505 -5.61 0.4336
2014-08-06 2014-06-30 13F GENERAL MLS COM 370334104 10,187 5,017 97.04 535 99.63 0.4629
2014-05-09 2014-03-31 13F GENERAL MLS COM 370334104 5,170 5,170 268 0.2855
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.