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Kerr Financial Planning’s Dollar General DG Stock Holding History

Kerr Financial Planning’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
2025
Q4 		– Sell
-480
Closed -$50.8K – 522
2025
Q3 		$50.8K Buy
+480
New +$52.6K 0.07% 162

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kerr Financial Planning's DG Position: Q4 2025 in Review

Kerr Financial Planning sold out of Dollar General (DG) in Q4 2025, closing a stake of 480 shares — an estimated $50.8K sold.

Kerr Financial Planning first reported a position in DG in Q3 2025 and held it in 1 quarter. The position peaked at $50.8K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Kerr Financial Planning reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 480 Dollar General shares in Q4 2025, an estimated $50.8K.
  • Kerr Financial Planning first reported a position in Dollar General in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's Dollar General position peaked at $50.8K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.