Caldwell Sutter Capital’s Dollar General DG Stock Holding History

Caldwell Sutter Capital’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	$379K	Hold	3,168	–	–	0.14%	155
2026 Q2	$365K	Buy	3,168 +437	+16%	+$49.7K	0.14%	157
2026 Q1	$324K	Sell	2,731 -456	-14%	-$65K	0.13%	160
2025 Q4	$423K	Hold	3,187	–	–	0.18%	134
2025 Q3	$329K	Sell	3,187 -400	-11%	-$43.9K	0.14%	155
2025 Q2	$410K	Sell	3,587 -144	-4%	-$14.3K	0.19%	126
2025 Q1	$328K	Sell	3,731 -200	-5%	-$15.1K	0.16%	145
2024 Q4	$298K	Sell	3,931 -500	-11%	-$39.4K	0.14%	158
2024 Q3	$375K	Sell	4,431 -200	-4%	-$21.9K	0.17%	133
2024 Q2	$612K	Hold	4,631	–	–	0.3%	91
2024 Q1	$723K	Sell	4,631 -524	-10%	-$74.5K	0.35%	80
2023 Q4	$701K	Hold	5,155	–	–	0.36%	81
2023 Q3	$545K	Buy	5,155 +5,130	+20,520%	+$765K	0.3%	90
2023 Q2	$4.24K	Buy	+25	New	+$4.94K	﹤0.01%	634

Other funds holding DG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Caldwell Sutter Capital's DG Position: Q3 2026 in Review

Caldwell Sutter Capital held its Dollar General (DG) position steady in Q3 2026 at 3,168 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #155.

Caldwell Sutter Capital first reported a position in DG in Q2 2023 and has held it in 14 quarters since. The position peaked at $723K in Q1 2024. 996 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Caldwell Sutter Capital held 3,168 shares of Dollar General worth $379K as of Q3 2026.
Caldwell Sutter Capital left its Dollar General share count unchanged in Q3 2026.
Dollar General made up 0.14% of Caldwell Sutter Capital's portfolio in Q3 2026, its #155 holding.
Caldwell Sutter Capital first reported a position in Dollar General in Q2 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Dollar General position peaked at $723K in Q1 2024.
996 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.