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Carolinas Wealth Consulting’s Dollar General DG Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-10
Closed -$879 – 225
2025
Q1 		$879 Sell
10
-3
-23% -$227 ﹤0.01% 919
2024
Q4 		$986 Buy
13
+5
+63% +$394 ﹤0.01% 954
2024
Q3 		$677 Sell
8
-6
-43% -$658 ﹤0.01% 977
2024
Q2 		$1.85K Sell
14
-2
-13% -$279 ﹤0.01% 816
2024
Q1 		$2.5K Sell
16
-4
-20% -$569 ﹤0.01% 760
2023
Q4 		$2.72K Buy
20
+5
+33% +$607 ﹤0.01% 705
2023
Q3 		$1.79K Buy
15
+1
+7% +$149 ﹤0.01% 761
2023
Q2 		$2.38K Hold
14
– – ﹤0.01% 786
2023
Q1 		$2.95K Sell
14
-28
-67% -$6.29K ﹤0.01% 771
2022
Q4 		$10.4K Hold
42
– – ﹤0.01% 615
2022
Q3 		$10K Sell
42
-32
-43% -$7.89K ﹤0.01% 566
2022
Q2 		$18K Buy
74
+23
+45% +$5.37K ﹤0.01% 472
2022
Q1 		$11K Hold
51
– – ﹤0.01% 591
2021
Q4 		$12K Sell
51
-2
-4% -$442 ﹤0.01% 588
2021
Q3 		$11K Hold
53
– – ﹤0.01% 567
2021
Q2 		$11K Sell
53
-23
-30% -$4.83K ﹤0.01% 594
2021
Q1 		$15K Hold
76
– – ﹤0.01% 562
2020
Q4 		$16K Sell
76
-7
-8% -$1.5K ﹤0.01% 510
2020
Q3 		$17K Buy
83
+75
+938% +$14.8K 0.01% 406
2020
Q2 		$2K Buy
+8
New +$1.45K ﹤0.01% 485

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's DG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Dollar General (DG) in Q2 2025, closing a stake of 10 shares — an estimated $879 sold.

Carolinas Wealth Consulting first reported a position in DG in Q2 2020 and held it in 20 quarters. The position peaked at $18K in Q2 2022. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 Dollar General shares in Q2 2025, an estimated $879.
  • Carolinas Wealth Consulting first reported a position in Dollar General in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Dollar General position peaked at $18K in Q2 2022.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.