Jeremy Grantham's GIS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 363,163 shares of General Mills, Inc. (GIS) worth $16.89 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in GIS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 717,768 shares. Largest reduction occurred in Q4 2014, reducing 1.35 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's General Mills (GIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly General Mills (GIS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +156,687 | Add 75.89% | 363,163 | $46.50 |
| Q3 2025 | -45,804 | Reduce 18.16% | 206,476 | $50.42 |
| Q2 2025 | +19,259 | Add 8.26% | 252,280 | $51.81 |
| Q1 2025 | +39,136 | Add 20.19% | 233,021 | $59.79 |
| Q4 2024 | +14,460 | Add 8.06% | 193,885 | $63.77 |
| Q3 2024 | +3,548 | Add 2.02% | 179,425 | $73.85 |
| Q2 2024 | +15,716 | Add 9.81% | 175,877 | $63.26 |
| Q1 2024 | -9,430 | Reduce 5.56% | 160,161 | $69.97 |
| Q4 2023 | -20,259 | Reduce 10.67% | 169,591 | $65.14 |
| Q3 2023 | +74,996 | Add 65.30% | 189,850 | $63.99 |
| Q2 2023 | +32,056 | Add 38.72% | 114,854 | $76.70 |
| Q1 2023 | -73,700 | Reduce 47.09% | 82,798 | $85.46 |
| Q4 2022 | -24,700 | Reduce 13.63% | 156,498 | $83.85 |
| Q3 2022 | +39,900 | Add 28.24% | 181,198 | $76.61 |
| Q2 2022 | -3,100 | Reduce 2.15% | 141,298 | $75.45 |
| Q1 2022 | +100,630 | Add 229.92% | 144,398 | $67.72 |
| Q4 2021 | +43,768 | New Buy | 43,768 | $67.38 |
| Q2 2021 | -7,642 | Sold Out | 0 | $0.00 |
| Q1 2021 | -33,726 | Reduce 81.53% | 7,642 | $61.37 |
| Q4 2020 | -12,100 | Reduce 22.63% | 41,368 | $58.79 |
| Q3 2020 | +3,400 | Add 6.79% | 53,468 | $61.68 |
| Q2 2020 | -2,458 | Reduce 4.68% | 50,068 | $61.66 |
| Q1 2020 | -35,160 | Reduce 40.10% | 52,526 | $52.77 |
| Q4 2019 | -40,661 | Reduce 31.68% | 87,686 | $53.55 |
| Q3 2019 | +10,147 | Add 8.58% | 128,347 | $55.12 |
| Q2 2019 | +118,200 | New Buy | 118,200 | $52.52 |
| Q4 2016 | -3,700 | Sold Out | 0 | $0.00 |
| Q3 2016 | -1,600 | Reduce 30.19% | 3,700 | $63.78 |
| Q2 2016 | -18,600 | Reduce 77.82% | 5,300 | $71.32 |
| Q1 2016 | -53,422 | Reduce 69.09% | 23,900 | $63.35 |
| Q4 2015 | -39,754 | Reduce 33.96% | 77,322 | $57.66 |
| Q3 2015 | +4,557 | Add 4.05% | 117,076 | $56.13 |
| Q2 2015 | -130,300 | Reduce 53.66% | 112,519 | $55.72 |
| Q1 2015 | -114,000 | Reduce 31.95% | 242,819 | $56.60 |
| Q4 2014 | -1.35 M | Reduce 79.07% | 356,819 | $53.33 |
| Q3 2014 | -521,630 | Reduce 23.43% | 1.7 M | $50.45 |
| Q2 2014 | -663,879 | Reduce 22.97% | 2.23 M | $52.54 |
| Q1 2014 | -165,657 | Reduce 5.42% | 2.89 M | $51.82 |
| Q4 2013 | -34,303 | Reduce 1.11% | 3.06 M | $49.91 |
| Q3 2013 | +717,768 | Add 30.25% | 3.09 M | $47.92 |
| Q2 2013 | +2.37 M | Add 0.00% | 2.37 M | $48.53 |
Jeremy Grantham's General Mills Investment FAQs
Jeremy Grantham first purchased General Mills, Inc. (GIS) in Q2 2013, acquiring 2,372,654 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held General Mills, Inc. (GIS) for 41 quarters since Q2 2013.
Jeremy Grantham's largest addition to General Mills, Inc. (GIS) was in Q2 2013, adding 2,372,654 shares worth $115.14 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 363,163 shares of General Mills, Inc. (GIS), valued at approximately $16.89 M.
As of the Q4 2025 filing, General Mills, Inc. (GIS) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in General Mills, Inc. (GIS) was 3,090,422 shares, as reported at the end of Q3 2013.