David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  General Mills, Inc. (GIS)
← All GIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 1.32 $61.67–73.99 · VW $68.50i SEC
2021   Q4 150,710 1.32 Add 0.35% <0.01 $61.41–69.95 · VW $66.26i $10,155,000 SEC
2021   Q3 150,191 1.26 Add 1.33% 0.02 $56.67–64.09 · VW $60.84i $8,984,000 SEC
2021   Q2 148,213 1.30 Reduce 0.06% <0.01 $56.95–64.40 · VW $59.72i $9,031,000 SEC
2021   Q1 148,304 1.36 Add 7.05% 0.09 $54.31–64.65 · VW $60.61i $9,094,000 SEC
2020   Q4 138,535 1.37 Add 2.13% 0.03 $53.96–61.84 · VW $56.94i $8,146,000 SEC
2020   Q3 135,645 1.63 Reduce 12.63% 0.23 $56.92–65.52 · VW $61.09i $8,367,000 SEC
2020   Q2 155,245 1.83 Reduce 1.32% 0.02 $58.96–66.14 · VW $63.02i $9,571,000 SEC
2020   Q1 157,319 1.89 Reduce 19.09% 0.32 $46.88–64.31 · VW $58.08i $8,302,000 SEC
2019   Q4 194,436 1.70 Add 4.68% 0.08 $46.59–55.18 · VW $50.26i $10,414,000 SEC
2019   Q3 185,745 1.82 Reduce 0.81% 0.01 $49.97–56.40 · VW $53.23i $10,238,000 SEC
2019   Q2 187,267 1.77 Add 0.97% 0.02 $48.57–55.43 · VW $52.60i $9,835,000 SEC
2019   Q1 185,472 1.67 Reduce 0.33% <0.01 $46.19–53.66 · VW $49.76i $9,598,000 SEC
2018   Q4 186,090 1.37 Add 7.65% 0.10 $36.42–47.32 · VW $43.62i $7,246,000 SEC
2018   Q3 172,871 1.20 Add 12.19% 0.13 $41.37–48.11 · VW $43.93i $7,420,000 SEC
2018   Q2 154,084 1.14 Add 9.98% 0.10 $41.82–47.77 · VW $45.20i $6,820,000 SEC
2018   Q1 140,108 1.05 Add 3.62% 0.04 $41.01–52.87 · VW $45.39i $6,313,000 SEC
2017   Q4 135,211 1.28 Add 2.36% 0.03 $50.27–60.69 · VW $53.84i $8,017,000 SEC
2017   Q3 132,090 1.13 Add 12.72% 0.13 $49.65–56.96 · VW $54.39i $6,837,000 SEC
2017   Q2 117,179 1.11 Add 5.98% 0.06 $52.76–59.58 · VW $55.20i $6,492,000 SEC
2017   Q1 110,563 1.15 Add 13.78% 0.14 $55.57–61.34 · VW $57.88i $6,524,000 SEC
2016   Q4 97,169 1.02 Add 7.10% 0.07 $58.70–64.06 · VW $61.04i $6,002,000 SEC
2016   Q3 90,728 1.02 Add 35.68% 0.27 $60.44–71.33 · VW $64.24i $5,796,000 SEC
2016   Q2 66,868 0.93 Add 1.68% 0.02 $62.65–72.95 · VW $68.81i $4,769,000 SEC
2016   Q1 65,766 0.82 Add 1.10% <0.01 $58.70–65.49 · VW $62.32i $4,166,000 SEC
2015   Q4 65,053 0.73 Add 2.03% 0.01 $53.53–60.18 · VW $57.52i $3,751,000 SEC
2015   Q3 63,757 0.52 Add 2.29% 0.01 $55.14–59.36 · VW $57.42i $3,579,000 SEC
2015   Q2 62,329 0.44 Add 10.26% 0.04 $47.50–59.87 · VW $54.71i $3,473,000 SEC
2015   Q1 56,529 0.37 Add 2.73% <0.01 $51.43–57.73 · VW $55.10i $3,200,000 SEC
2014   Q4 55,029 0.33 Add 3.27% 0.01 $51.08–55.59 · VW $53.49i $2,935,000 SEC
2014   Q3 53,286 0.31 Add 3.97% 0.01 $48.32–53.84 · VW $51.64i $2,688,000 SEC
2014   Q2 51,251 0.31 Add 7.00% 0.02 $50.14–55.64 · VW $53.05i $2,693,000 SEC
2014   Q1 47,900 0.30 Add 0.69% <0.01 $49.44–54.98 · VW $53.12i $2,482,000 SEC
2013   Q4 47,570 0.29 Add 31.12% 0.07 $46.70–51.96 · VW $49.56i $2,374,000 SEC
2013   Q3 36,280 0.23 Add 4.05% <0.01 $47.31–51.66 · VW $49.80i $1,739,000 SEC
2013   Q2 34,869 0.24 Add 41.74% 0.07 $46.18–53.07 · VW $49.52i $1,692,000 SEC
2013   Q1 24,600 0.18 Add 4.46% <0.01 $45.51–50.97 · VW $47.85i $1,213,000 SEC
2012   Q4 23,550 0.16 Reduce 0.13% <0.01 $39.75–46.47 · VW $44.16i $952,000 SEC
2012   Q3 23,580 0.14 Add 10.76% 0.01 $38.78–40.99 · VW $40.25i $940,000 SEC
2012   Q2 21,290 0.12 Add 11.47% 0.01 $36.75–39.76 · VW $38.61i $821,000 SEC
2012   Q1 19,100 0.10 Add 19.00% 0.02 $37.91–39.90 · VW $38.70i $753,000 SEC
2011   Q4 16,050 0.09 Add 12.28% 0.01 $37.76–41.06 · VW $39.04i $649,000 SEC
2011   Q3 14,295 0.08 Add 10.75% <0.01 $36.54–40.25 · VW $38.91i $550,000 SEC
2011   Q2 12,907 0.06 Add 26.27% 0.01 $34.64–39.63 · VW $37.39i $480,000 SEC
2011   Q1 10,222 0.04 Add 49.23% 0.01 $35.03–40.00 · VW $38.27i $374,000 SEC
2010   Q4 6,850 0.03 Buy 0.03 $34.54–37.45 · VW $36.38i $244,000 SEC
2006   Q2 0 0.00 Sell 100.00% 0.98 $24.64–27.24 · VW $26.33i SEC
2006   Q1 585,578 0.98 Reduce 33.04% 0.46 $24.25–26.08 · VW $25.43i $14,839,000 SEC
2005   Q4 874,578 1.38 Reduce 18.57% 0.30 $23.52–25.25 · VW $24.47i $21,567,000 SEC
2005   Q3 1,073,998 1.61 Reduce 9.09% 0.14 $22.33–24.69 · VW $23.60i $25,883,000 SEC
2005   Q2 1,181,338 1.56 Reduce 11.57% 0.20 $22.75–25.73 · VW $23.84i $27,637,000 SEC
2005   Q1 1,335,892 1.76 Add 13.63% 0.21 $24.02–26.43 · VW $25.07i $32,830,000 SEC
2004   Q4 1,175,652 2.17 Add 14.98% 0.28 $22.81–26.94 · VW $25.31i $29,221,000 SEC
2004   Q3 1,022,450 1.87 Add 5.23% 0.09 $21.50–23.82 · VW $22.69i $22,954,000 SEC
2004   Q2 971,600 1.84 Add 3.34% 0.06 $22.36–24.08 · VW $23.35i $23,090,000 SEC
2004   Q1 940,200 1.79 Add 551.51% 1.52 $22.67–24.58 · VW $23.42i $21,944,000 SEC
2003   Q4 144,310 0.37 Buy 0.37 $22.13–23.71 · VW $22.94i $3,269,000 SEC
Price snapshot:
Current price$36.60
52-week low$31.21
52-week high$48.67