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Atlas Capital Advisors’s Dollar General DG Stock Holding History

Atlas Capital Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$151K Sell
1,315
-89
-6% -$10.1K 0.02% 519
2026
Q1 		$167K Buy
1,404
+269
+24% +$38.4K 0.02% 448
2025
Q4 		$160K Buy
+1,135
New +$127K 0.02% 452
2025
Q2 		$100K Hold
876
– – 0.01% 537
2025
Q1 		$110K Hold
876
– – 0.01% 527
2024
Q4 		$90.5K Hold
876
– – 0.01% 534
2024
Q3 		$102K Hold
876
– – 0.02% 492
2024
Q2 		$92.3K Hold
876
– – 0.01% 508
2024
Q1 		$112K Hold
876
– – 0.02% 462
2023
Q4 		$110K Buy
+876
New +$106K 0.02% 482
2022
Q4 		– Sell
-140
Closed -$33.6K – 913
2022
Q3 		$33.6K Buy
140
+8
+6% +$1.97K 0.01% 587
2022
Q2 		$32.4K Buy
+132
New +$30.8K 0.01% 617
2022
Q1 		– Sell
-4
Closed -$943 – 925
2021
Q4 		$943 Hold
4
– – ﹤0.01% 879
2021
Q3 		$848 Hold
4
– – ﹤0.01% 899
2021
Q2 		$865 Sell
4
-511
-99% -$107K ﹤0.01% 907
2021
Q1 		$104K Sell
515
-263
-34% -$52.2K 0.02% 414
2020
Q4 		$164K Sell
778
-189
-20% -$40.4K 0.03% 328
2020
Q3 		$203K Sell
967
-73
-7% -$14.4K 0.05% 292
2020
Q2 		$198K Buy
1,040
+669
+180% +$121K 0.05% 309
2020
Q1 		$56K Sell
371
-25
-6% -$3.86K 0.02% 423
2019
Q4 		$61.8K Hold
396
– – 0.02% 440
2019
Q3 		$62.9K Sell
396
-80
-17% -$11.6K 0.02% 441
2019
Q2 		$64.3K Sell
476
-82
-15% -$10.4K 0.02% 451
2019
Q1 		$66.6K Buy
558
+50
+10% +$5.82K 0.02% 399
2018
Q4 		$54.9K Buy
+508
New +$55K 0.02% 400

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Capital Advisors's DG Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Dollar General (DG) stake by 6.3% in Q2 2026, selling an estimated $10.1K and leaving 1,315 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #519.

Atlas Capital Advisors first reported a position in DG in Q4 2018 and has held it in 25 quarters since. The position peaked at $203K in Q3 2020. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Atlas Capital Advisors held 1,315 shares of Dollar General worth $151K as of Q2 2026.
  • Atlas Capital Advisors sold 89 Dollar General shares in Q2 2026, an estimated $10.1K.
  • Dollar General made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #519 holding.
  • Atlas Capital Advisors first reported a position in Dollar General in Q4 2018 and has held it in 25 quarters since.
  • Atlas Capital Advisors's Dollar General position peaked at $203K in Q3 2020.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.