Financial Consulate’s Dollar General DG Stock Holding History

Financial Consulate’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	$4.04K	Sell	34 -3	-8%	-$428	﹤0.01%	836
2025 Q4	$4.91K	Sell	37 -3	-8%	-$335	﹤0.01%	746
2025 Q3	$4.13K	Buy	+40	New	+$4.38K	﹤0.01%	689
2023 Q2	–	Sell	-1,763	Closed	-$371K	–	61
2023 Q1	$371K	Buy	1,763 +767	+77%	+$172K	0.13%	89
2022 Q4	$245K	Buy	996 +26	+3%	+$6.43K	0.09%	121
2022 Q3	$233K	Sell	970 -251	-21%	-$61.9K	0.1%	107
2022 Q2	$300K	Sell	1,221 -59	-5%	-$13.8K	0.14%	95
2022 Q1	$285K	Buy	1,280 +41	+3%	+$8.71K	0.11%	102
2021 Q4	$292K	Buy	1,239 +139	+13%	+$30.7K	0.1%	109
2021 Q3	$233K	Buy	1,100 +123	+13%	+$27.8K	0.08%	114
2021 Q2	$211K	Buy	+977	New	+$205K	0.08%	122

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Consulate's DG Position: Q1 2026 in Review

Financial Consulate reduced its Dollar General (DG) stake by 8.1% in Q1 2026, selling an estimated $428 and leaving 34 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Financial Consulate first reported a position in DG in Q2 2021 and has held it in 11 quarters since. The position peaked at $371K in Q1 2023. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Financial Consulate held 34 shares of Dollar General worth $4.04K as of Q1 2026.
Financial Consulate sold 3 Dollar General shares in Q1 2026, an estimated $428.
Dollar General made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #836 holding.
Financial Consulate first reported a position in Dollar General in Q2 2021 and has held it in 11 quarters since.
Financial Consulate's Dollar General position peaked at $371K in Q1 2023.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.