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Legacy Capital Group California’s Dollar General DG Stock Holding History

Legacy Capital Group California’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 		$900K Sell
7,815
-204
-3% -$23.2K 0.27% 105
2026
Q1 		$952K Buy
+8,019
New +$1.14M 0.36% 76
2023
Q2 		– Sell
-1,533
Closed -$323K – 271
2023
Q1 		$323K Buy
+1,533
New +$344K 0.16% 185

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

Legacy Capital Group California's DG Position: Q2 2026 in Review

Legacy Capital Group California reduced its Dollar General (DG) stake by 2.5% in Q2 2026, selling an estimated $23.2K and leaving 7,815 shares worth $900K. The position accounts for 0.27% of the portfolio, ranked #105.

Legacy Capital Group California first reported a position in DG in Q1 2023 and has held it in 3 quarters since. The position peaked at $952K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Legacy Capital Group California held 7,815 shares of Dollar General worth $900K as of Q2 2026.
  • Legacy Capital Group California sold 204 Dollar General shares in Q2 2026, an estimated $23.2K.
  • Dollar General made up 0.27% of Legacy Capital Group California's portfolio in Q2 2026, its #105 holding.
  • Legacy Capital Group California first reported a position in Dollar General in Q1 2023 and has held it in 3 quarters since.
  • Legacy Capital Group California's Dollar General position peaked at $952K in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.