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Birch Capital Management’s Dollar General DG Stock Holding History

Birch Capital Management’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 		$42.7K Hold
371
– – 0.02% 74
2026
Q1 		$44K Hold
371
– – 0.02% 75
2025
Q4 		$49.3K Hold
371
– – 0.02% 73
2025
Q3 		$38.3K Sell
371
-2,638
-88% -$289K 0.02% 72
2025
Q2 		$344K Hold
3,009
– – 0.18% 53
2025
Q1 		$265K Buy
3,009
+1,042
+53% +$78.9K 0.14% 55
2024
Q4 		$149K Sell
1,967
-17,999
-90% -$1.42M 0.08% 60
2024
Q3 		$1.69M Buy
19,966
+1,561
+8% +$171K 0.83% 35
2024
Q2 		$2.43M Buy
18,405
+2,189
+13% +$306K 1.27% 26
2024
Q1 		$2.53M Buy
16,216
+4,701
+41% +$668K 1.31% 26
2023
Q4 		$1.57M Buy
11,515
+9,026
+363% +$1.09M 0.9% 31
2023
Q3 		$263K Buy
2,489
+1,399
+128% +$209K 0.17% 55
2023
Q2 		$185K Buy
1,090
+649
+147% +$128K 0.11% 57
2023
Q1 		$92.8K Sell
441
-22
-5% -$4.94K 0.06% 68
2022
Q4 		$114K Sell
463
-92
-17% -$22.8K 0.08% 66
2022
Q3 		$133K Sell
555
-604
-52% -$149K 0.1% 60
2022
Q2 		$284K Hold
1,159
– – 0.2% 53
2022
Q1 		$258K Buy
1,159
+112
+11% +$23.8K 0.16% 61
2021
Q4 		$247K Buy
1,047
+22
+2% +$4.86K 0.15% 62
2021
Q3 		$217K Buy
1,025
+355
+53% +$80.1K 0.15% 61
2021
Q2 		$145K Buy
+670
New +$141K 0.1% 66

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

Birch Capital Management's DG Position: Q2 2026 in Review

Birch Capital Management held its Dollar General (DG) position steady in Q2 2026 at 371 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #74.

Birch Capital Management first reported a position in DG in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.53M in Q1 2024. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Birch Capital Management held 371 shares of Dollar General worth $42.7K as of Q2 2026.
  • Birch Capital Management left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up 0.02% of Birch Capital Management's portfolio in Q2 2026, its #74 holding.
  • Birch Capital Management first reported a position in Dollar General in Q2 2021 and has held it in 21 quarters since.
  • Birch Capital Management's Dollar General position peaked at $2.53M in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.