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 Q2	$17.2K	Buy	149 +115	+338%	+$13.1K	﹤0.01%	552
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Consulate's DG Position: Q2 2026 in Review

Financial Consulate increased its Dollar General (DG) stake by 338% in Q2 2026, buying an estimated $13.1K and bringing the position to 149 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Financial Consulate first reported a position in DG in Q2 2021 and has held it in 12 quarters since. The position peaked at $371K in Q1 2023. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Financial Consulate held 149 shares of Dollar General worth $17.2K as of Q2 2026.
Financial Consulate bought 115 Dollar General shares in Q2 2026, an estimated $13.1K.
Dollar General made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #552 holding.
Financial Consulate first reported a position in Dollar General in Q2 2021 and has held it in 12 quarters since.
Financial Consulate's Dollar General position peaked at $371K in Q1 2023.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.