KWM
DG icon

Kingsview Wealth Management’s Dollar General DG Stock Holding History

Kingsview Wealth Management’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 		$1.46M Buy
12,679
+2,351
+23% +$267K 0.02% 637
2026
Q1 		$1.23M Sell
10,328
-3,111
-23% -$444K 0.02% 611
2025
Q4 		$1.78M Sell
13,439
-114,016
-89% -$12.7M 0.03% 498
2025
Q3 		$13.2M Buy
127,455
+35,269
+38% +$3.87M 0.2% 96
2025
Q2 		$10.5M Sell
92,186
-33,019
-26% -$3.28M 0.18% 97
2025
Q1 		$11M Buy
125,205
+6,323
+5% +$479K 0.21% 99
2024
Q4 		$9.01M Buy
118,882
+14,431
+14% +$1.14M 0.18% 122
2024
Q3 		$8.83M Buy
104,451
+102,608
+5,567% +$11.2M 0.19% 112
2024
Q2 		$244K Buy
1,843
+524
+40% +$73.2K 0.01% 919
2024
Q1 		$206K Sell
1,319
-239
-15% -$34K 0.01% 958
2023
Q4 		$212K Buy
+1,558
New +$189K 0.01% 885
2021
Q1 		– Sell
-2,190
Closed -$461K – 875
2020
Q4 		$461K Sell
2,190
-1,104
-34% -$236K 0.03% 459
2020
Q3 		$690K Buy
3,294
+1,071
+48% +$211K 0.06% 298
2020
Q2 		$424K Buy
+2,223
New +$402K 0.04% 364

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 $3.37T AUM 44.26% 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

Kingsview Wealth Management's DG Position: Q2 2026 in Review

Kingsview Wealth Management increased its Dollar General (DG) stake by 23% in Q2 2026, buying an estimated $267K and bringing the position to 12,679 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #637.

Kingsview Wealth Management first reported a position in DG in Q2 2020 and has held it in 14 quarters since. The position peaked at $13.2M in Q3 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Kingsview Wealth Management held 12,679 shares of Dollar General worth $1.46M as of Q2 2026.
  • Kingsview Wealth Management bought 2,351 Dollar General shares in Q2 2026, an estimated $267K.
  • Dollar General made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #637 holding.
  • Kingsview Wealth Management first reported a position in Dollar General in Q2 2020 and has held it in 14 quarters since.
  • Kingsview Wealth Management's Dollar General position peaked at $13.2M in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.