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 $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

Creative Planning's DG Position: Q2 2026 in Review

Creative Planning reduced its Dollar General (DG) stake by 0.6% in Q2 2026, selling an estimated $94.2K and leaving 138,285 shares worth $15.9M. The position accounts for 0.01% of the portfolio, ranked #607.

Creative Planning first reported a position in DG in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.5M in Q1 2026. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Creative Planning held 138,285 shares of Dollar General worth $15.9M as of Q2 2026.
  • Creative Planning sold 829 Dollar General shares in Q2 2026, an estimated $94.2K.
  • Dollar General made up 0.01% of Creative Planning's portfolio in Q2 2026, its #607 holding.
  • Creative Planning first reported a position in Dollar General in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Dollar General position peaked at $16.5M in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.