CFO
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Callan Family Office’s Dollar General DG Stock Holding History

Callan Family Office’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 		$490K Sell
4,259
-85
-2% -$9.66K 0.01% 823
2026
Q1 		$516K Sell
4,344
-603
-12% -$86K 0.01% 757
2025
Q4 		$657K Buy
4,947
+1,737
+54% +$194K 0.01% 680
2025
Q3 		$332K Sell
3,210
-977
-23% -$107K 0.01% 668
2025
Q2 		$479K Buy
+4,187
New +$416K 0.02% 605

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

Callan Family Office's DG Position: Q2 2026 in Review

Callan Family Office reduced its Dollar General (DG) stake by 2% in Q2 2026, selling an estimated $9.66K and leaving 4,259 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #823.

Callan Family Office first reported a position in DG in Q2 2025 and has held it in 5 quarters since. The position peaked at $657K in Q4 2025. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Callan Family Office held 4,259 shares of Dollar General worth $490K as of Q2 2026.
  • Callan Family Office sold 85 Dollar General shares in Q2 2026, an estimated $9.66K.
  • Dollar General made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #823 holding.
  • Callan Family Office first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Dollar General position peaked at $657K in Q4 2025.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.