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Medallion Wealth Advisors’s Dollar General DG Stock Holding History

Medallion Wealth 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
Q1 		$877 Hold
7
– – ﹤0.01% 1066
2025
Q4 		$977 Hold
7
– – ﹤0.01% 1047
2025
Q3 		$756 Sell
7
-13
-65% -$1.43K ﹤0.01% 1045
2025
Q2 		$2.39K Hold
20
– – ﹤0.01% 939
2025
Q1 		$1.8K Hold
20
– – ﹤0.01% 930
2024
Q4 		$1.55K Buy
+20
New +$1.58K ﹤0.01% 890

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's DG Position: Q1 2026 in Review

Medallion Wealth Advisors held its Dollar General (DG) position steady in Q1 2026 at 7 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Medallion Wealth Advisors first reported a position in DG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.39K in Q2 2025. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Medallion Wealth Advisors held 7 shares of Dollar General worth $877 as of Q1 2026.
  • Medallion Wealth Advisors left its Dollar General share count unchanged in Q1 2026.
  • Dollar General made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1066 holding.
  • Medallion Wealth Advisors first reported a position in Dollar General in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dollar General position peaked at $2.39K in Q2 2025.
  • 1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.