General Mills, Inc.
CH ˙ SWX ˙ US3703341046
SecurityCH:GIS / General Mills, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership15,765 shares
Latest Disclosed Value $ 586,761
Perigon Wealth Management, LLC reports 12.43% decrease in ownership of GIS / General Mills, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 15,765 shares of General Mills, Inc. (CH:GIS) valued at $586,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 18,002 shares of General Mills, Inc.. This represents a change in shares of -12.43% 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)
2026-04-10 2026-03-31 13F GENERAL MILLS COM 370334104 15,765 -2,237 -12.43 587 -29.99 0.0106
2026-01-16 2025-12-31 13F GENERAL MLS COM 370334104 18,002 1,685 10.33 837 1.82 0.0150
2025-10-17 2025-09-30 13F GENERAL MLS COM 370334104 16,317 -268 -1.62 823 -4.31 0.0168
2025-07-16 2025-06-30 13F GENERAL MLS COM 370334104 16,585 -2,920 -14.97 859 -26.33 0.0201
2025-04-23 2025-03-31 13F GENERAL MLS COM 370334104 19,505 2,565 15.14 1,166 16.37 0.0299
2025-01-22 2024-12-31 13F GENERAL MLS COM 370334104 16,940 1,620 10.57 1,002 -11.41 0.0246
2024-10-16 2024-09-30 13F GENERAL MLS COM 370334104 15,320 -4,133 -21.25 1,131 -8.05 0.0299
2024-08-02 2024-06-30 13F GENERAL MLS COM 370334104 19,453 -2,605 -11.81 1,231 -20.29 0.0357
2024-04-29 2024-03-31 13F GENERAL MLS COM 370334104 22,058 -6,313 -22.25 1,543 -16.50 0.0468
2024-01-29 2023-12-31 13F GENERAL MLS COM 370334104 28,371 -3,723 -11.60 1,848 -9.99 0.0604
2023-10-30 2023-09-30 13F GENERAL MLS COM 370334104 32,094 243 0.76 2,054 -15.93 0.0832
2023-08-02 2023-06-30 13F/A-1 GENERAL MLS COM 370334104 31,851 8,638 37.21 2,443 23.15 0.0960
2023-08-02 2023-06-30 13F GENERAL MLS COM 370334104 31,851 8,638 2,443 0.0960
2023-05-03 2023-03-31 13F GENERAL MLS COM 370334104 23,213 513 2.26 1,984 4.20 0.1128
2023-05-01 2022-12-31 13F/A-1 GENERAL MLS COM 370334104 22,700 5,315 30.57 1,903 42.87 0.1180
2023-02-14 2022-12-31 13F GENERAL MLS COM 370334104 22,700 1,903
2022-12-13 2022-09-30 13F GENERAL MLS COM 370334104 17,385 74 0.43 1,332 1.99 0.1151
2022-08-11 2022-06-30 13F GENERAL MLS COM 370334104 17,311 -1,747 -9.17 1,306 1.16 0.1091
2022-05-16 2022-03-31 13F GENERAL MLS COM 370334104 19,058 793 4.34 1,291 4.87 0.0912
2022-02-11 2021-12-31 13F GENERAL MLS COM 370334104 18,265 1,498 8.93 1,231 22.73 0.0880
2021-11-01 2021-09-30 13F/A-1 GENERAL MLS COM 370334104 16,767 187 1.13 1,003 -0.69 0.0870
2021-07-19 2021-06-30 13F GENERAL MLS COM 370334104 16,580 -615 -3.58 1,010 -4.17 0.0898
2021-05-17 2021-03-31 13F GENERAL MLS COM 370334104 17,195 -214 -1.23 1,054 2.93 0.1075
2021-01-28 2020-12-31 13F GENERAL MLS COM 370334104 17,409 -2,591 -12.96 1,024 -17.02 0.1190
2020-11-03 2020-09-30 13F GENERAL MLS COM 370334104 20,000 5,328 36.31 1,234 36.35 0.1725
2020-07-29 2020-06-30 13F GENERAL MLS COM 370334104 14,672 475 3.35 905 11.04 0.1435
2020-04-17 2020-03-31 13F GENERAL MLS COM 370334104 14,197 -12 -0.08 815 9.10 0.1517
2020-01-13 2019-12-31 13F GENERAL MLS COM 370334104 14,209 308 2.22 747 0.27 0.1525
2019-10-25 2019-09-30 13F GENERAL MLS COM 370334104 13,901 3,132 29.08 745 31.63 0.1750
2019-08-05 2019-06-30 13F GENERAL MLS COM 370334104 10,769 -463 -4.12 566 -0.70 0.1325
2019-05-15 2019-03-31 13F General Mills COM 370334104 11,232 1,800 19.08 570 38.01 0.1325
2019-02-11 2018-12-31 13F General Mills COM 370334104 9,432 9,432 413 0.1054
2018-08-08 2018-06-30 13F/A-1 General Mills COM 370334104 0 -3,803 -100.00 0 -100.00
2018-05-14 2018-03-31 13F General Mills COM 370334104 3,803 0 0.00 171 -24.00 0.0630
2018-02-14 2017-12-31 13F General Mills COM 370334104 3,803 0 0.00 225 14.21 0.0840
2017-12-05 2017-09-30 13F General Mills COM 370334104 3,803 3,803 -78.12 197 -85.21 0.0639
2014-02-18 2013-12-31 13F GENERAL MLS COM 370334104 0 -17,385 -100.00 0 -100.00
2022-11-14 2011-09-30 13F GENERAL MLS COM 370334104 17,385 17,385 1,332 0.1151
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.