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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
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 $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

Cumberland Partners's DG Position: Q1 2026 in Review

Cumberland Partners opened a new position in Dollar General (DG) in Q1 2026: 6,000 shares worth $712K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: Cumberland Partners previously reported a position in DG as recently as Q3 2025.

Cumberland Partners first reported a position in DG in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.55M in Q3 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Cumberland Partners held 6,000 shares of Dollar General worth $712K as of Q1 2026.
  • Dollar General was a new Cumberland Partners position in Q1 2026.
  • Dollar General made up 0.05% of Cumberland Partners's portfolio in Q1 2026, its #138 holding.
  • Cumberland Partners first reported a position in Dollar General in Q3 2025 and has held it in 2 quarters since.
  • Cumberland Partners's Dollar General position peaked at $1.55M in Q3 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.