Creative Planning
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Creative Planning’s Dollar General DG Stock Holding History

Creative 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
2017
Q1 		– Sell
-800
Closed -$2K – 4695
2016
Q4 		$2K Hold
800
– – ﹤0.01% 4254
2016
Q3 		$6K Buy
+800
New +$67.8K ﹤0.01% 3790

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's DG Position: Q1 2026 in Review

Creative Planning increased its Dollar General (DG) stake by 13% in Q1 2026, buying an estimated $2.34M and bringing the position to 139,114 shares worth $16.5M. The position accounts for 0.01% of the portfolio, ranked #509.

Creative Planning first reported a position in DG in Q2 2013 and has held it in 51 quarters since. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Creative Planning held 139,114 shares of Dollar General worth $16.5M as of Q1 2026.
  • Creative Planning bought 16,442 Dollar General shares in Q1 2026, an estimated $2.34M.
  • Dollar General made up 0.01% of Creative Planning's portfolio in Q1 2026, its #509 holding.
  • Creative Planning first reported a position in Dollar General in Q2 2013 and has held it in 51 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.