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Cumberland Partners’s Dollar General DG Stock Holding History

Cumberland Partners’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 		– Sell
-6,000
Closed -$712K – 158
2026
Q1 		$712K Buy
+6,000
New +$855K 0.05% 138
2025
Q4 		– Sell
-15,000
Closed -$1.55M – 177
2025
Q3 		$1.55M Buy
+15,000
New +$1.64M 0.1% 119

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

Cumberland Partners's DG Position: Q2 2026 in Review

Cumberland Partners sold out of Dollar General (DG) in Q2 2026, closing a stake of 6,000 shares — an estimated $712K sold.

Cumberland Partners first reported a position in DG in Q3 2025 and held it in 2 quarters. The position peaked at $1.55M in Q3 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Cumberland Partners reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • Cumberland Partners sold 6,000 Dollar General shares in Q2 2026, an estimated $712K.
  • Cumberland Partners first reported a position in Dollar General in Q3 2025 and held it in 2 quarters.
  • Cumberland Partners's Dollar General position peaked at $1.55M in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.