Benedict Financial Advisors’s Dollar General DG Stock Holding History

Benedict Financial 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	$266K	Sell	2,314 -34	-1%	-$3.86K	0.05%	131
2026 Q1	$279K	Buy	2,348 +6	+0.3%	+$855	0.06%	127
2025 Q4	$311K	Buy	2,342 +8	+0.3%	+$892	0.07%	123
2025 Q3	$241K	Sell	2,334 -258	-10%	-$28.3K	0.05%	124
2025 Q2	$296K	Sell	2,592 -461	-15%	-$45.8K	0.07%	117
2025 Q1	$268K	Sell	3,053 -129	-4%	-$9.77K	0.06%	121
2024 Q4	$241K	Sell	3,182 -345	-10%	-$27.2K	0.06%	118
2024 Q3	$298K	Sell	3,527 -343	-9%	-$37.6K	0.07%	113
2024 Q2	$512K	Sell	3,870 -166	-4%	-$23.2K	0.13%	106
2024 Q1	$630K	Sell	4,036 -24	-0.6%	-$3.41K	0.16%	103
2023 Q4	$552K	Buy	4,060 +1,192	+42%	+$145K	0.15%	102
2023 Q3	$303K	Buy	2,868 +1,268	+79%	+$189K	0.09%	109
2023 Q2	$272K	Buy	+1,600	New	+$316K	0.07%	112

Other funds holding DG

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Benedict Financial Advisors's DG Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Dollar General (DG) stake by 1.4% in Q2 2026, selling an estimated $3.86K and leaving 2,314 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #131.

Benedict Financial Advisors first reported a position in DG in Q2 2023 and has held it in 13 quarters since. The position peaked at $630K in Q1 2024. 146 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Benedict Financial Advisors held 2,314 shares of Dollar General worth $266K as of Q2 2026.
Benedict Financial Advisors sold 34 Dollar General shares in Q2 2026, an estimated $3.86K.
Dollar General made up 0.05% of Benedict Financial Advisors's portfolio in Q2 2026, its #131 holding.
Benedict Financial Advisors first reported a position in Dollar General in Q2 2023 and has held it in 13 quarters since.
Benedict Financial Advisors's Dollar General position peaked at $630K in Q1 2024.
146 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.