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What smart money is saying about General MillsUnited States flag

GIS · Consumer Defensive · Packaged Foods · Market cap $26.06B

1 fund in our archive has pitched General Mills, most recently Diamond Hill Large Cap Fund in March 2025.

Company profile

General Mills, Inc. manufactures and markets branded consumer foods worldwide. The company operates in five segments: North America Retail; Convenience Stores & Foodservice; Europe & Australia; Asia & Latin America; and Pet. It offers ready-to-eat cereals, refrigerated yogurt, soup, meal kits, refrigerated and frozen dough products, dessert and baking mixes, bakery flour, frozen pizza and pizza snacks, snack bars, fruit and salty snacks, ice cream, nutrition bars, wellness beverages, and savory and grain snacks, as well as various organic products, including frozen and shelf-stable vegetables. It also supplies branded and unbranded food products to the North American foodservice and commercial baking industries; and manufactures and markets pet food products, including dog and cat food. The company markets its products under the Annie's, Betty Crocker, Bisquick, Blue Buffalo, Blue Basics, Blue Freedom, Bugles, Cascadian Farm, Cheerios, Chex, Cinnamon Toast Crunch, Cocoa Puffs, Cookie Crisp, EPIC, Fiber One, Food Should Taste Good, Fruit by the Foot, Fruit Gushers, Fruit Roll-Ups, Gardetto's, Go-Gurt, Gold Medal, Golden Grahams, Häagen-Dazs, Helpers, Jus-Rol, Kitano, Kix, Lärabar, Latina, Liberté, Lucky Charms, Muir Glen, Nature Valley, Oatmeal Crisp, Old El Paso, Oui, Pillsbury, Progresso, Raisin Nut Bran, Total, Totino's, Trix, Wanchai Ferry, Wheaties, Wilderness, Yoki, and Yoplait trademarks. It sells its products directly, as well as through broker and distribution arrangements to grocery stores, mass merchandisers, membership stores, natural food chains, e-commerce retailers, commercial and noncommercial foodservice distributors and operators, restaurants, convenience stores, and pet specialty stores, as well as drug, dollar, and discount chains. The company operates 466 leased and 392 franchise ice cream parlors. General Mills, Inc. was founded in 1866 and is headquartered in Minneapolis, Minnesota.

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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q1 2025 and Q4 2026, 1 fund letter reported a position in General Mills, with no move described.

Fund letters reporting a position in General Mills, by quarter
QuarterLettersBoughtSoldTheses
Q4 20261000
Q1 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

  • HoldsAcatis
    October 2026
    “General Mills (-20.2%): General Mills is also in the portfolio because of the share buy-backs; however, there were no share buy-backs in the last quarter.”
    General Mills

Also mentioned · 2

These funds discuss General Mills as a competitor, benchmark or comparable, without disclosing a position in it.

  • “Dividend cuts Dividend cuts usually increase in times of economic downturns or recessions. Q3 2026, however, has seen the highest proportion of dividend cuts since the peak of COVID 2020. Dividend changes by %: Universe of 11,000 Global Equities Source: Wall Street Horizon, September 2026 Not only this, but buyback volumes are on track for a 10-year historic low: Global corporate buyback announcements: Universe of 11,000 Global Equities Source: Wall Street Horizon, September 2026 There are two frequently cited reasons: wider needs for capital expenditure, which has become more expensive through inflation, and increased interest rates and uncertainty. 6 But dividend pressures have been particularly pronounced in three sectors: consumer staples, chemicals and telecoms. In Q3 alone, Conagra and Campbell’s cut their dividends, and Kraft Heinz, General Mills and Hormel kept theirs flat.”
    General Mills
  • MentionedScharf Investments Quality Value Strategy
    June 2026
    “This list of S&P companies includes Hewlett Packard, FedEx, General Mills, and Lowes, among others.”
    General Mills

Fund coverage · 1 thesis

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