Legacy Capital Wealth Partners’s Dollar General DG Stock Holding History

Legacy Capital Wealth Partners’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	$406K	Buy	3,526 +98	+3%	+$11.1K	0.08%	238
2026 Q1	$407K	Sell	3,428 -581	-14%	-$82.8K	0.08%	240
2025 Q4	$532K	Buy	4,009 +139	+4%	+$15.5K	0.11%	187
2025 Q3	$400K	Sell	3,870 -268	-6%	-$29.4K	0.09%	250
2025 Q2	$473K	Sell	4,138 -1,045	-20%	-$104K	0.11%	208
2025 Q1	$456K	Buy	+5,183	New	+$392K	0.11%	202
2024 Q4	–	Sell	-4,466	Closed	-$378K	–	349
2024 Q3	$378K	Sell	4,466 -1,978	-31%	-$217K	0.08%	243
2024 Q2	$852K	Buy	6,444 +3,558	+123%	+$497K	0.22%	89
2024 Q1	$630K	Sell	2,886 -4,995	-63%	-$710K	0.45%	56
2023 Q4	$1.07M	Buy	7,881 +516	+7%	+$62.6K	0.3%	70
2023 Q3	$779K	Buy	+7,365	New	+$1.1M	0.21%	96
2023 Q2	–	Sell	-3,661	Closed	-$770K	–	89
2023 Q1	$770K	Buy	+3,661	New	+$822K	0.21%	99

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

Legacy Capital Wealth Partners's DG Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Dollar General (DG) stake by 2.9% in Q2 2026, buying an estimated $11.1K and bringing the position to 3,526 shares worth $406K. The position accounts for 0.08% of the portfolio, ranked #238.

Legacy Capital Wealth Partners first reported a position in DG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2023. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Legacy Capital Wealth Partners held 3,526 shares of Dollar General worth $406K as of Q2 2026.
Legacy Capital Wealth Partners bought 98 Dollar General shares in Q2 2026, an estimated $11.1K.
Dollar General made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #238 holding.
Legacy Capital Wealth Partners first reported a position in Dollar General in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Dollar General position peaked at $1.07M in Q4 2023.
1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.