Koss-Olinger Consulting’s Dollar General DG Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-8,883	Closed	-$1.05M	–	196
2026 Q1	$1.05M	Sell	8,883 -959	-10%	-$137K	0.09%	87
2025 Q4	$1.31M	Sell	9,842 -3,032	-24%	-$338K	0.1%	78
2025 Q3	$1.47M	Sell	12,874 -10	-0.1%	-$1.1K	0.12%	99
2025 Q2	$1.47M	Sell	12,884 -275	-2%	-$27.3K	0.12%	98
2025 Q1	$1.16M	Buy	+13,159	New	+$996K	0.1%	106
2023 Q3	–	Sell	-1,767	Closed	-$300K	–	281
2023 Q2	$300K	Buy	+1,767	New	+$349K	0.03%	184

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 $3.38T AUM 44.17% 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

Koss-Olinger Consulting's DG Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Dollar General (DG) in Q2 2026, closing a stake of 8,883 shares — an estimated $1.05M sold.

Koss-Olinger Consulting first reported a position in DG in Q2 2023 and held it in 6 quarters. The position peaked at $1.47M in Q2 2025. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Koss-Olinger Consulting reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 8,883 Dollar General shares in Q2 2026, an estimated $1.05M.
Koss-Olinger Consulting first reported a position in Dollar General in Q2 2023 and held it in 6 quarters.
Koss-Olinger Consulting's Dollar General position peaked at $1.47M in Q2 2025.
1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.