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Concurrent Investment Advisors’s Dollar General DG Stock Holding History

Concurrent Investment Advisors’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 		$603K Buy
5,235
+1,352
+35% +$154K 0.01% 1296
2026
Q1 		$461K Buy
3,883
+1,630
+72% +$232K 0.01% 1251
2025
Q4 		$299K Buy
2,253
+67
+3% +$7.47K ﹤0.01% 1407
2025
Q3 		$226K Sell
2,186
-214
-9% -$23.5K ﹤0.01% 1287
2025
Q2 		$274K Sell
2,400
-6,977
-74% -$693K 0.01% 1106
2025
Q1 		$825K Buy
9,377
+2,987
+47% +$226K 0.02% 604
2024
Q4 		$485K Buy
6,390
+1,993
+45% +$157K 0.01% 673
2024
Q3 		$372K Buy
4,397
+1,482
+51% +$162K 0.01% 705
2024
Q2 		$385K Sell
2,915
-5,838
-67% -$815K 0.01% 667
2024
Q1 		$1.37M Buy
8,753
+5,982
+216% +$850K 0.06% 316
2023
Q4 		$377K Buy
+2,771
New +$336K 0.02% 571

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's DG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dollar General (DG) stake by 35% in Q2 2026, buying an estimated $154K and bringing the position to 5,235 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #1296.

Concurrent Investment Advisors first reported a position in DG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q1 2024. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Concurrent Investment Advisors held 5,235 shares of Dollar General worth $603K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,352 Dollar General shares in Q2 2026, an estimated $154K.
  • Dollar General made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1296 holding.
  • Concurrent Investment Advisors first reported a position in Dollar General in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Dollar General position peaked at $1.37M in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.