LWCFA
DG icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Dollar General DG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$16.9K Hold
147
– – ﹤0.01% 498
2026
Q1 		$17K Buy
+147
New +$21K ﹤0.01% 497
2024
Q3 		– Sell
-330
Closed -$42.1K – 577
2024
Q2 		$42.1K Sell
330
-30
-8% -$4.19K ﹤0.01% 407
2024
Q1 		$51.4K Hold
360
– – ﹤0.01% 392
2023
Q4 		$47.5K Sell
360
-75
-17% -$9.1K ﹤0.01% 408
2023
Q3 		$51.1K Sell
435
-473
-52% -$70.5K ﹤0.01% 416
2023
Q2 		$154K Sell
908
-26,156
-97% -$5.17M ﹤0.01% 316
2023
Q1 		$5.7M Sell
27,064
-11,658
-30% -$2.62M 0.07% 81
2022
Q4 		$9.54M Sell
38,722
-840
-2% -$208K 0.12% 64
2022
Q3 		$9.49M Sell
39,562
-3,911
-9% -$965K 0.12% 65
2022
Q2 		$10.7M Sell
43,473
-1,244
-3% -$290K 0.13% 62
2022
Q1 		$9.96M Sell
44,717
-5,872
-12% -$1.25M 0.1% 68
2021
Q4 		$11.9M Buy
50,589
+307
+0.6% +$67.8K 0.11% 64
2021
Q3 		$10.7M Sell
50,282
-1,161
-2% -$262K 0.11% 66
2021
Q2 		$11.1M Buy
51,443
+7,158
+16% +$1.5M 0.11% 68
2021
Q1 		$8.97M Buy
44,285
+4,124
+10% +$819K 0.1% 69
2020
Q4 		$8.45M Buy
40,161
+15,801
+65% +$3.38M 0.09% 68
2020
Q3 		$5.11M Buy
24,360
+24,298
+39,190% +$4.78M 0.06% 77
2020
Q2 		$12K Buy
62
+25
+68% +$4.52K ﹤0.01% 489
2020
Q1 		$6K Hold
37
– – ﹤0.01% 570
2019
Q4 		$6K Hold
37
– – ﹤0.01% 599
2019
Q3 		$6K Hold
37
– – ﹤0.01% 598
2019
Q2 		$5K Hold
37
– – ﹤0.01% 607
2019
Q1 		$4K Sell
37
-23
-38% -$2.67K ﹤0.01% 600
2018
Q4 		$6K Buy
60
+23
+62% +$2.49K ﹤0.01% 590
2018
Q3 		$4K Hold
37
– – ﹤0.01% 571
2018
Q2 		$4K Hold
37
– – ﹤0.01% 586
2018
Q1 		$3K Hold
37
– – ﹤0.01% 640
2017
Q4 		$3K Hold
37
– – ﹤0.01% 624
2017
Q3 		$3K Buy
+37
New +$2.77K ﹤0.01% 617

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Dollar General (DG) position steady in Q2 2026 at 147 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DG in Q3 2017 and has held it in 30 quarters since. The position peaked at $11.9M in Q4 2021. 766 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 147 shares of Dollar General worth $16.9K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #498 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dollar General in Q3 2017 and has held it in 30 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Dollar General position peaked at $11.9M in Q4 2021.
  • 766 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.