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Cornerstone Planning Group’s Dollar General DG Stock Holding History

Cornerstone Planning Group’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 		$12.3K Buy
102
+20
+24% +$2.27K ﹤0.01% 829
2026
Q1 		$9.49K Buy
82
+12
+17% +$1.71K ﹤0.01% 911
2025
Q4 		$10.2K Buy
70
+27
+63% +$3.01K ﹤0.01% 798
2025
Q3 		$4.25K Sell
43
-16
-27% -$1.75K ﹤0.01% 994
2025
Q2 		$6.54K Buy
59
+18
+44% +$1.79K ﹤0.01% 659
2025
Q1 		$3.91K Buy
41
+38
+1,267% +$2.88K ﹤0.01% 799
2024
Q4 		$220 Buy
3
+1
+50% +$79 ﹤0.01% 1320
2024
Q3 		$160 Sell
2
-6
-75% -$658 ﹤0.01% 1239
2024
Q2 		$984 Buy
+8
New +$1.12K ﹤0.01% 941
2024
Q1 		– Sell
-2
Closed -$272 – 1123
2023
Q4 		$272 Hold
2
– – ﹤0.01% 836
2023
Q3 		$212 Buy
+2
New +$298 ﹤0.01% 1018

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

Cornerstone Planning Group's DG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Dollar General (DG) stake by 24% in Q2 2026, buying an estimated $2.27K and bringing the position to 102 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Cornerstone Planning Group first reported a position in DG in Q3 2023 and has held it in 11 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Cornerstone Planning Group held 102 shares of Dollar General worth $12.3K as of Q2 2026.
  • Cornerstone Planning Group bought 20 Dollar General shares in Q2 2026, an estimated $2.27K.
  • Dollar General made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #829 holding.
  • Cornerstone Planning Group first reported a position in Dollar General in Q3 2023 and has held it in 11 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.