General Mills, Inc.
CH ˙ SWX ˙ US3703341046
SecurityCH:GIS / General Mills, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership18,545 shares
Latest Disclosed Value $ 690,264
Wealthspire Advisors, LLC reports 10.81% increase in ownership of GIS / General Mills, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 18,545 shares of General Mills, Inc. (CH:GIS) valued at $690,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 16,736 shares of General Mills, Inc.. This represents a change in shares of 10.81% 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)
2026-05-01 2026-03-31 13F GENERAL MILLS COM 370334104 18,545 1,809 10.81 690 -11.31 0.0054
2026-02-12 2025-12-31 13F GENERAL MLS COM 370334104 16,736 3,789 29.27 778 19.33 0.0062
2025-11-14 2025-09-30 13F GENERAL MLS COM 370334104 12,947 -1,175 -8.32 653 -10.81 0.0034
2025-08-11 2025-06-30 13F GENERAL MLS COM 370334104 14,122 -817 -5.47 732 -18.14 0.0041
2025-05-09 2025-03-31 13F GENERAL MLS COM 370334104 14,939 102 0.69 893 -5.60 0.0053
2025-02-04 2024-12-31 13F GENERAL MLS COM 370334104 14,837 910 6.53 946 -7.98 0.0094
2024-11-13 2024-09-30 13F GENERAL MLS COM 370334104 13,927 670 5.05 1,028 22.67 0.0105
2024-08-08 2024-06-30 13F GENERAL MLS COM 370334104 13,257 1 0.01 839 -9.60 0.0107
2024-05-06 2024-03-31 13F GENERAL MLS COM 370334104 13,256 -811 -5.77 928 1.20 0.0124
2024-02-07 2023-12-31 13F GENERAL MLS COM 370334104 14,067 1,833 14.98 916 17.14 0.0130
2023-11-06 2023-09-30 13F GENERAL MLS COM 370334104 12,234 1,116 10.04 783 -8.22 0.0129
2023-08-01 2023-06-30 13F GENERAL MLS COM 370334104 11,118 -403 -3.50 853 -13.41 0.0139
2023-05-09 2023-03-31 13F GENERAL MLS COM 370334104 11,521 -1,938 -14.40 985 -12.77 0.0169
2023-02-14 2022-12-31 13F GENERAL MLS COM 370334104 13,459 3,830 39.78 1,129 52.85 0.0205
2022-11-14 2022-09-30 13F GENERAL MLS COM 370334104 9,629 -2,080 -17.76 738 -16.42 0.0154
2022-08-09 2022-06-30 13F GENERAL MLS COM 370334104 11,709 2,237 23.62 883 37.75 0.0185
2022-05-09 2022-03-31 13F GENERAL MLS COM 370334104 9,472 -4,491 -32.16 641 -31.88 0.0144
2022-02-14 2021-12-31 13F GENERAL MLS COM 370334104 13,963 4,285 44.28 941 62.52 0.0208
2021-11-15 2021-09-30 13F GENERAL MLS COM 370334104 9,678 6,187 177.23 579 171.83 0.0120
2021-08-13 2021-06-30 13F GENERAL MLS COM 370334104 3,491 -6,582 -65.34 213 -65.53 0.0056
2021-05-17 2021-03-31 13F GENERAL MLS COM 370334104 10,073 783 8.43 618 13.19 0.0147
2021-02-16 2020-12-31 13F GENERAL MLS COM 370334104 9,290 4,381 89.24 546 80.20 0.0162
2020-11-16 2020-09-30 13F GENERAL MLS COM 370334104 4,909 -1,945 -28.38 303 -28.37 0.0180
2020-08-14 2020-06-30 13F GENERAL MLS COM 370334104 6,854 -17,194 -71.50 423 -66.67 0.0295
2020-05-12 2020-03-31 13F GENERAL MLS COM 370334104 24,048 18,192 310.66 1,269 304.14 0.0532
2020-02-14 2019-12-31 13F GENERAL MLS COM 370334104 5,856 1,022 21.14 314 18.05 0.0229
2019-11-12 2019-09-30 13F GENERAL MLS COM 370334104 4,834 4,834 266 0.0218
2019-05-07 2019-03-31 13F GENERAL MLS COM 370334104 0 -496 -100.00 0 -100.00
2019-02-14 2018-12-31 13F GENERAL MLS COM 370334104 496 496 19 0.0018
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.