CFO
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CVA Family Office’s Dollar General DG Stock Holding History

CVA Family Office’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 		$97.8K Buy
850
+109
+15% +$12.4K 0.01% 475
2026
Q1 		$88K Sell
741
-52
-7% -$7.41K 0.01% 482
2025
Q4 		$105K Buy
793
+12
+2% +$1.34K 0.01% 409
2025
Q3 		$80.7K Sell
781
-4
-0.5% -$439 0.01% 457
2025
Q2 		$89.8K Buy
785
+215
+38% +$21.3K 0.01% 420
2025
Q1 		$50.1K Buy
570
+161
+39% +$12.2K 0.01% 517
2024
Q4 		$31K Buy
409
+369
+923% +$29.1K ﹤0.01% 603
2024
Q3 		$3.38K Sell
40
-815
-95% -$89.3K ﹤0.01% 906
2024
Q2 		$113K Sell
855
-63
-7% -$8.8K 0.02% 331
2024
Q1 		$143K Buy
918
+63
+7% +$8.96K 0.03% 298
2023
Q4 		$116K Buy
+855
New +$104K 0.02% 317
2023
Q3 		– Sell
-241
Closed -$40.9K – 409
2023
Q2 		$40.9K Buy
241
+48
+25% +$9.49K 0.01% 496
2023
Q1 		$40.6K Sell
193
-7
-4% -$1.57K 0.01% 477
2022
Q4 		$49.3K Sell
200
-10
-5% -$2.47K 0.01% 424
2022
Q3 		$50K Sell
210
-5
-2% -$1.23K 0.01% 363
2022
Q2 		$53K Sell
215
-185
-46% -$43.2K 0.01% 361
2022
Q1 		$89K Buy
400
+240
+150% +$51K 0.02% 284
2021
Q4 		$38K Buy
+160
New +$35.3K 0.01% 407
2021
Q3 		– Sell
-80
Closed -$17K – 488
2021
Q2 		$17K Hold
80
– – ﹤0.01% 560
2021
Q1 		$16K Buy
+80
New +$15.9K 0.01% 451

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 $3.38T AUM 44.17% 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

CVA Family Office's DG Position: Q2 2026 in Review

CVA Family Office increased its Dollar General (DG) stake by 15% in Q2 2026, buying an estimated $12.4K and bringing the position to 850 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #475.

CVA Family Office first reported a position in DG in Q1 2021 and has held it in 20 quarters since. The position peaked at $143K in Q1 2024. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • CVA Family Office held 850 shares of Dollar General worth $97.8K as of Q2 2026.
  • CVA Family Office bought 109 Dollar General shares in Q2 2026, an estimated $12.4K.
  • Dollar General made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #475 holding.
  • CVA Family Office first reported a position in Dollar General in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Dollar General position peaked at $143K in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.