General Mills, Inc.
GB ˙ BATS-CHIXE ˙ US3703341046
SecurityGB:GRMD / General Mills, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership58,289 shares
Latest Disclosed Value $ 2,169,550
AE Wealth Management LLC reports 85.60% decrease in ownership of GRMD / General Mills, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 58,289 shares of General Mills, Inc. (GB:GRMD) valued at $2,169,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 404,693 shares of General Mills, Inc.. This represents a change in shares of -85.60% 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)
2026-05-13 2026-03-31 13F GENERAL MILLS COM 370334104 58,289 -346,404 -85.60 2,170 -88.47 0.0003
2026-01-26 2025-12-31 13F GENERAL MLS COM 370334104 404,693 58,688 16.96 18,818 7.87 0.1080
2025-11-03 2025-09-30 13F GENERAL MLS COM 370334104 346,005 24,688 7.68 17,445 4.79 0.1112
2025-08-06 2025-06-30 13F GENERAL MLS COM 370334104 321,317 264,868 469.22 16,647 393.39 0.1217
2025-05-06 2025-03-31 13F GENERAL MLS COM 370334104 56,449 -544 -0.95 3,375 -7.15 0.0284
2025-02-13 2024-12-31 13F GENERAL MLS COM 370334104 56,993 7,425 14.98 3,634 -0.71 0.0308
2024-11-14 2024-09-30 13F GENERAL MLS COM 370334104 49,568 4,148 9.13 3,661 27.39 0.0332
2024-08-12 2024-06-30 13F GENERAL MLS COM 370334104 45,420 8,200 22.03 2,873 10.33 0.0287
2024-05-15 2024-03-31 13F GENERAL MLS COM 370334104 37,220 -47,803 -56.22 2,604 -52.52 0.0294
2024-02-14 2023-12-31 13F GENERAL MLS COM 370334104 85,023 -144,021 -62.88 5,485 -62.58 0.0280
2023-10-11 2023-09-30 13F GENERAL MLS COM 370334104 229,044 -10,831 -4.52 14,657 -20.34 0.0876
2023-07-10 2023-06-30 13F GENERAL MLS COM 370334104 239,875 -8,046 -3.25 18,398 -13.16 0.1106
2023-04-14 2023-03-31 13F GENERAL MLS COM 370334104 247,921 42,044 20.42 21,187 22.74 0.1364
2023-01-31 2022-12-31 13F GENERAL MLS COM 370334104 205,877 32,032 18.43 17,263 29.61 0.1248
2022-10-25 2022-09-30 13F GENERAL MLS COM 370334104 173,845 10,964 6.73 13,318 8.37 0.1056
2022-08-03 2022-06-30 13F GENERAL MLS COM 370334104 162,881 39,532 32.05 12,289 47.12 0.0983
2022-04-18 2022-03-31 13F GENERAL MLS COM 370334104 123,349 13,473 12.26 8,353 12.83 0.0573
2022-01-20 2021-12-31 13F GENERAL MLS COM 370334104 109,876 7,699 7.53 7,403 21.12 0.0516
2021-11-01 2021-09-30 13F GENERAL MLS COM 370334104 102,177 -24,242 -19.18 6,112 -20.65 0.0504
2021-07-21 2021-06-30 13F GENERAL MLS COM 370334104 126,419 50,279 66.03 7,703 64.98 0.0673
2021-04-27 2021-03-31 13F GENERAL MLS COM 370334104 76,140 2,638 3.59 4,669 8.03 0.0471
2021-02-01 2020-12-31 13F GENERAL MLS COM 370334104 73,502 7,381 11.16 4,322 5.98 0.0490
2020-11-06 2020-09-30 13F GENERAL MLS COM 370334104 66,121 1,079 1.66 4,078 1.70 0.0582
2020-08-05 2020-06-30 13F GENERAL MLS COM 370334104 65,042 -9,972 -13.29 4,010 1.31 0.0620
2020-05-07 2020-03-31 13F GENERAL MLS COM 370334104 75,014 3,551 4.97 3,958 3.40 0.0910
2020-01-15 2019-12-31 13F GENERAL MLS COM 370334104 71,463 10,443 17.11 3,828 13.83 0.0831
2019-11-05 2019-09-30 13F GENERAL MLS COM 370334104 61,020 19,566 47.20 3,363 54.48 0.0972
2019-07-22 2019-06-30 13F GENERAL MLS COM 370334104 41,454 20,639 99.15 2,177 102.14 0.0654
2019-05-14 2019-03-31 13F GENERAL MLS COM 370334104 20,815 -308 -1.46 1,077 30.86 0.0748
2019-02-14 2018-12-31 13F GENERAL MLS COM 370334104 21,123 -10,638 -33.49 823 -39.62 0.1409
2018-11-13 2018-09-30 13F GENERAL MLS COM 370334104 31,761 13,616 75.04 1,363 69.74 0.0750
2018-08-14 2018-06-30 13F GENERAL MLS COM 370334104 18,145 -14,130 -43.78 803 -44.77 0.0546
2018-05-14 2018-03-31 13F GENERAL MLS COM 370334104 32,275 384 1.20 1,454 -23.11 0.1122
2018-02-06 2017-12-31 13F GENERAL MLS COM 370334104 31,891 18,810 143.80 1,891 179.32 0.1669
2017-11-08 2017-09-30 13F GENERAL MLS COM 370334104 13,081 3,665 38.92 677 29.69 0.0628
2017-08-11 2017-06-30 13F GENERAL MLS COM 370334104 9,416 3,322 54.51 522 45.00 0.0623
2017-05-10 2017-03-31 13F GENERAL MLS COM 370334104 6,094 6,094 360 0.0667
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.