Center for Financial Planning’s Dollar General DG Stock Holding History

Center for Financial Planning’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	$25K	Hold	217	–	–	﹤0.01%	406
2026 Q1	$25.8K	Hold	217	–	–	﹤0.01%	388
2025 Q4	$28.8K	Hold	217	–	–	﹤0.01%	366
2025 Q3	$22.4K	Hold	217	–	–	﹤0.01%	404
2025 Q2	$24.8K	Hold	217	–	–	﹤0.01%	371
2025 Q1	$19.1K	Hold	217	–	–	﹤0.01%	396
2024 Q4	$16.5K	Hold	217	–	–	﹤0.01%	365
2024 Q3	$18.4K	Hold	217	–	–	﹤0.01%	345
2024 Q2	$28.7K	Hold	217	–	–	﹤0.01%	294
2024 Q1	$33.9K	Hold	217	–	–	0.01%	282
2023 Q4	$29.5K	Hold	217	–	–	0.01%	275
2023 Q3	$23K	Buy	217 +207	+2,070%	+$30.9K	0.01%	293
2023 Q2	$1.7K	Hold	10	–	–	﹤0.01%	502
2023 Q1	$2.1K	Hold	10	–	–	﹤0.01%	449
2022 Q4	$2.46K	Hold	10	–	–	﹤0.01%	451
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	524
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	466
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	472
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	478
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	452
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	457
2021 Q1	$2K	Buy	+10	New	+$1.99K	﹤0.01%	488
2020 Q2	–	Sell	-15	Closed	-$2K	–	485
2020 Q1	$2K	Buy	+15	New	+$2.32K	﹤0.01%	488

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's DG Position: Q2 2026 in Review

Center for Financial Planning held its Dollar General (DG) position steady in Q2 2026 at 217 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Center for Financial Planning first reported a position in DG in Q1 2020 and has held it in 23 quarters since. The position peaked at $33.9K in Q1 2024. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Center for Financial Planning held 217 shares of Dollar General worth $25K as of Q2 2026.
Center for Financial Planning left its Dollar General share count unchanged in Q2 2026.
Dollar General made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #406 holding.
Center for Financial Planning first reported a position in Dollar General in Q1 2020 and has held it in 23 quarters since.
Center for Financial Planning's Dollar General position peaked at $33.9K in Q1 2024.
1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.