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Lake Street Private Wealth’s Dollar General DG Stock Holding History

Lake Street Private Wealth’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 		$237K Hold
2,057
– – 0.03% 256
2026
Q1 		$244K Hold
2,057
– – 0.03% 226
2025
Q4 		$273K Hold
2,057
– – 0.03% 232
2025
Q3 		$213K Sell
2,057
-200
-9% -$21.9K 0.03% 257
2025
Q2 		$258K Buy
+2,257
New +$224K 0.04% 225
2024
Q3 		– Sell
-2,425
Closed -$321K – 273
2024
Q2 		$321K Sell
2,425
-5
-0.2% -$698 0.04% 258
2024
Q1 		$379K Buy
2,430
+5
+0.2% +$711 0.05% 241
2023
Q4 		$330K Buy
2,425
+368
+18% +$44.6K 0.05% 245
2023
Q3 		$217K Hold
2,057
– – 0.04% 255
2023
Q2 		$349K Sell
2,057
-8,461
-80% -$1.67M 0.06% 212
2023
Q1 		$2.21M Buy
10,518
+828
+9% +$186K 0.41% 73
2022
Q4 		$2.39M Buy
9,690
+3,657
+61% +$904K 0.49% 60
2022
Q3 		$1.45M Buy
6,033
+2,699
+81% +$666K 0.33% 90
2022
Q2 		$818K Buy
3,334
+1,059
+47% +$247K 0.17% 128
2022
Q1 		$506K Buy
2,275
+27
+1% +$5.74K 0.09% 185
2021
Q4 		$530K Sell
2,248
-19
-0.8% -$4.2K 0.09% 191
2021
Q3 		$481K Buy
2,267
+110
+5% +$24.8K 0.12% 150
2021
Q2 		$470K Hold
2,157
– – 0.12% 144
2021
Q1 		$437K Hold
2,157
– – 0.12% 153
2020
Q4 		$454K Buy
2,157
+25
+1% +$5.34K 0.13% 135
2020
Q3 		$447K Buy
2,132
+75
+4% +$14.8K 0.15% 117
2020
Q2 		$391K Hold
2,057
– – 0.14% 118
2020
Q1 		$311K Sell
2,057
-65
-3% -$10K 0.14% 116
2019
Q4 		$331K Buy
2,122
+65
+3% +$10.3K 0.13% 138
2019
Q3 		$327K Hold
2,057
– – 0.15% 122
2019
Q2 		$278K Buy
+2,057
New +$260K 0.16% 101

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

Lake Street Private Wealth's DG Position: Q2 2026 in Review

Lake Street Private Wealth held its Dollar General (DG) position steady in Q2 2026 at 2,057 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #256.

Lake Street Private Wealth first reported a position in DG in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.39M in Q4 2022. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Lake Street Private Wealth held 2,057 shares of Dollar General worth $237K as of Q2 2026.
  • Lake Street Private Wealth left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #256 holding.
  • Lake Street Private Wealth first reported a position in Dollar General in Q2 2019 and has held it in 26 quarters since.
  • Lake Street Private Wealth's Dollar General position peaked at $2.39M in Q4 2022.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.