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KPP Advisory Services’s Dollar General DG Stock Holding History

KPP Advisory Services’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
Q1 		– Sell
-2,763
Closed -$209K – 297
2024
Q4 		$209K Sell
2,763
-188
-6% -$14.8K 0.05% 245
2024
Q3 		$250K Sell
2,951
-1,288
-30% -$141K 0.06% 218
2024
Q2 		$560K Sell
4,239
-16
-0.4% -$2.23K 0.15% 122
2024
Q1 		$664K Buy
4,255
+1,056
+33% +$150K 0.18% 106
2023
Q4 		$435K Buy
+3,199
New +$388K 0.38% 64

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KPP Advisory Services's DG Position: Q1 2025 in Review

KPP Advisory Services sold out of Dollar General (DG) in Q1 2025, closing a stake of 2,763 shares — an estimated $209K sold.

KPP Advisory Services first reported a position in DG in Q4 2023 and held it in 5 quarters. The position peaked at $664K in Q1 2024. 914 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • KPP Advisory Services reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
  • KPP Advisory Services sold 2,763 Dollar General shares in Q1 2025, an estimated $209K.
  • KPP Advisory Services first reported a position in Dollar General in Q4 2023 and held it in 5 quarters.
  • KPP Advisory Services's Dollar General position peaked at $664K in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on KPP Advisory Services's 13F filing for Q1 2025, filed 23 Apr 2025.