General Mills, Inc.
CH ˙ SWX ˙ US3703341046
SecurityCH:GIS / General Mills, Inc.
InstitutionFinancial Perspectives, Inc
Latest Disclosed Ownership13,507 shares
Latest Disclosed Value $ 502,729
Financial Perspectives, Inc reports 0.17% increase in ownership of GIS / General Mills, Inc.

On May 11, 2026 - Financial Perspectives, Inc filed a 13F-HR form disclosing ownership of 13,507 shares of General Mills, Inc. (CH:GIS) valued at $502,729 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 13,484 shares of General Mills, Inc.. This represents a change in shares of 0.17% 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.

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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 13,507 23 0.17 503 -19.81 0.1403
2026-01-28 2025-12-31 13F GENERAL MLS COM 370334104 13,484 -4,890 -26.61 627 -32.40 0.1689
2025-10-22 2025-09-30 13F GENERAL MLS COM 370334104 18,374 112 0.61 926 -2.11 0.2569
2025-07-30 2025-06-30 13F GENERAL MLS COM 370334104 18,262 0 0.00 946 -13.29 0.2860
2025-04-18 2025-03-31 13F GENERAL MLS COM 370334104 18,262 0 0.00 1,092 -6.27 0.3738
2025-02-03 2024-12-31 13F GENERAL MLS COM 370334104 18,262 0 0.00 1,165 -13.65 0.3911
2024-10-17 2024-09-30 13F GENERAL MLS COM 370334104 18,262 519 2.93 1,349 20.14 0.4675
2024-08-09 2024-06-30 13F GENERAL MLS COM 370334104 17,743 0 0.00 1,122 -9.59 0.4145
2024-04-19 2024-03-31 13F GENERAL MLS COM 370334104 17,743 0 0.00 1,241 7.45 0.4706
2024-02-01 2023-12-31 13F GENERAL MLS COM 370334104 17,743 0 0.00 1,156 1.76 0.4690
2024-01-10 2023-09-30 13F GENERAL MLS COM 370334104 17,743 27 0.15 1,135 -16.42 0.5197
2024-01-10 2023-06-30 13F GENERAL MLS COM 370334104 17,716 470 2.73 1,359 -7.81 0.5978
2024-01-10 2023-03-31 13F GENERAL MLS COM 370334104 17,246 -208 -1.19 1,474 0.68 0.7043
2024-01-10 2022-12-31 13F GENERAL MLS COM 370334104 17,454 0 0.00 1,464 9.42 0.7500
2024-01-10 2022-09-30 13F GENERAL MLS COM 370334104 17,454 564 3.34 1,337 4.95 0.7497
2024-01-10 2022-06-30 13F GENERAL MLS COM 370334104 16,890 0 0.00 1,274 11.46 0.7190
2024-01-10 2022-03-31 13F GENERAL MLS COM 370334104 16,890 0 0.00 1,144 0.44 0.5342
2024-01-10 2021-12-31 13F GENERAL MLS COM 370334104 16,890 0 0.00 1,138 12.67 0.5382
2024-01-10 2021-09-30 13F GENERAL MLS COM 370334104 16,890 346 2.09 1,010 0.20 0.5090
2024-01-10 2021-06-30 13F GENERAL MLS COM 370334104 16,544 -993,458 -98.36 1,008 6,200.00 0.4906
2024-01-10 2021-03-31 13F GENERAL MLS COM 370334104 1,010,002 993,531 6,032.00 16 -98.35 0.8186
2024-01-10 2020-12-31 13F GENERAL MLS COM 370334104 16,471 -175 -1.05 968 -5.65 0.5501
2024-01-10 2020-09-30 13F GENERAL MLS COM 370334104 16,646 387 2.38 1,027 2.40 0.6755
2024-01-10 2020-06-30 13F GENERAL MLS COM 370334104 16,259 -127 -0.78 1,002 15.97 0.7172
2024-01-10 2020-03-31 13F GENERAL MLS COM 370334104 16,386 302 1.88 865 0.35 0.6990
2024-01-10 2019-12-31 13F GENERAL MLS COM 370334104 16,084 16,084 861 0.5879
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.