Burkett Financial Services’s Dollar General DG Stock Holding History

Burkett Financial Services’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 Q3	$12.9K	Buy	107 +79	+282%	+$9.74K	﹤0.01%	278
2026 Q2	$3.27K	Hold	28	–	–	﹤0.01%	222
2026 Q1	$3.36K	Hold	28	–	–	﹤0.01%	200
2025 Q4	$3.74K	Hold	28	–	–	﹤0.01%	188
2025 Q3	$2.9K	Hold	28	–	–	﹤0.01%	191
2025 Q2	$3.19K	Hold	28	–	–	﹤0.01%	184
2025 Q1	$2.44K	Buy	28 +1	+4%	+$76	﹤0.01%	220
2024 Q4	$2.08K	Hold	27	–	–	﹤0.01%	197
2024 Q3	$2.31K	Sell	27 -166	-86%	-$18.2K	﹤0.01%	186
2024 Q2	$25.5K	Buy	193 +1	+0.5%	+$140	0.01%	107
2024 Q1	$30K	Buy	192 +1	+0.5%	+$142	0.02%	107
2023 Q4	$26K	Buy	+191	New	+$23.2K	0.01%	107

Other funds holding DG

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Burkett Financial Services's DG Position: Q3 2026 in Review

Burkett Financial Services increased its Dollar General (DG) stake by 282% in Q3 2026, buying an estimated $9.74K and bringing the position to 107 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Burkett Financial Services first reported a position in DG in Q4 2023 and has held it in 12 quarters since. The position peaked at $30K in Q1 2024. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Burkett Financial Services held 107 shares of Dollar General worth $12.9K as of Q3 2026.
Burkett Financial Services bought 79 Dollar General shares in Q3 2026, an estimated $9.74K.
Dollar General made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #278 holding.
Burkett Financial Services first reported a position in Dollar General in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Dollar General position peaked at $30K in Q1 2024.
41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.