CANANDAIGUA NATIONAL BANK & TRUST CO GIS — GENERAL MILLS INC COM

Ownership history in CANANDAIGUA NATIONAL BANK & TRUST CO  ·  73 quarters on record

AI Ownership Summary

CANANDAIGUA NATIONAL BANK & TRUST CO reported GENERAL MILLS INC COM (GIS) in 73 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q1. The latest visible filing shows GIS at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CANANDAIGUA NATIONAL BANK & TRUST CO's position in GENERAL MILLS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GIS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GIS stock page CANANDAIGUA NATIONAL BANK & TRUST CO fund profile CANANDAIGUA NATIONAL BANK & TRUST CO full holdings
How CANANDAIGUA NATIONAL BANK & TRUST CO held GIS — position size vs. price
% of Fund (quarterly)    GIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 11,423 -2,813 -19.8% 0.03% $398K 2026-07-07 $36.47
2025 Q4 REDUCED 14.2% -18.8% ✅ 14,236 -2,355 -14.2% 0.06% $662K 2026-01-30 $44.72
2025 Q3 REDUCED — — — 16,591 -326 -1.9% 0.07% $837K 2025-10-07 $47.95
2025 Q2 ADDED — — — 16,917 +3,000 +21.6% 0.08% $876K 2025-07-08 $48.22
2025 Q1 REDUCED — — — 13,917 -146 -1.0% 0.08% $832K 2025-04-25 $52.22
2024 Q4 REDUCED — — — 14,063 -15 -0.1% 0.09% $897K 2025-01-06 $56.06
2024 Q3 REDUCED 6.0% -13.5% ✅ 14,078 -901 -6.0% 0.10% $1.0M 2024-10-03 $66.02
2024 Q2 UNCHANGED — — — 14,979 — 0% 0.10% $948K 2024-07-11 $57.10
2024 Q1 REDUCED — — — 14,979 -399 -2.6% 0.15% $1.0M 2024-04-01 $62.26
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GIS

As of 2026 Q2 — sorted by position size

Mountain Hill Investment Partners Corp. 3.26% ADVOCATE GROUP LLC 3Y 2.8% SURIENCE PRIVATE WEALTH LLC 3Y 2.75% Clear Trail Advisors, LLC 2.69% Philip James Wealth Mangement, LLC 2.52% Palouse Capital Management, Inc. 3Y 7Y 2.25% INTEGRITY ALLIANCE, LLC. 1.77% TOBAM 3Y 7Y 1.43% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 1.09% HF Advisory Group, LLC 3Y 0.9%

FAQ About CANANDAIGUA NATIONAL BANK & TRUST CO and GIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CANANDAIGUA NATIONAL BANK & TRUST CO reported owning GIS?

CANANDAIGUA NATIONAL BANK & TRUST CO reported GIS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GIS position in CANANDAIGUA NATIONAL BANK & TRUST CO's portfolio?

The largest reported portfolio weight for GIS was 0.15% in 2024 Q1.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2026 Q2, when CANANDAIGUA NATIONAL BANK & TRUST CO reported 11,423 shares, equal to 0.03% of portfolio, with an estimated market value of $398K.

What does the chart on this GIS ownership page compare?

The chart compares CANANDAIGUA NATIONAL BANK & TRUST CO's quarterly GIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CANANDAIGUA NATIONAL BANK & TRUST CO time their GIS position?

Based on 13F filing dates vs. subsequent GIS price moves, CANANDAIGUA NATIONAL BANK & TRUST CO correctly timed 34 out of 63 reported position changes (54%). The annualised alpha on GIS relative to SPY over the holding period was +10.9%.

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