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 Q3	–	Sell	-102	Closed	-$12.3K	–	551
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%	1240
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Cornerstone Planning Group's DG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dollar General (DG) in Q3 2026, closing a stake of 102 shares — an estimated $12.3K sold.

Cornerstone Planning Group first reported a position in DG in Q3 2023 and held it in 11 quarters. The position peaked at $12.3K in Q2 2026. 262 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Cornerstone Planning Group reported no remaining Dollar General position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 102 Dollar General shares in Q3 2026, an estimated $12.3K.
Cornerstone Planning Group first reported a position in Dollar General in Q3 2023 and held it in 11 quarters.
Cornerstone Planning Group's Dollar General position peaked at $12.3K in Q2 2026.
262 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.