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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
Q2 		$6.61K Buy
57
+50
+714% +$5.68K ﹤0.01% 816
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 $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

Medallion Wealth Advisors's DG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Dollar General (DG) stake by 714% in Q2 2026, buying an estimated $5.68K and bringing the position to 57 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Medallion Wealth Advisors first reported a position in DG in Q4 2024 and has held it in 7 quarters since. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Medallion Wealth Advisors held 57 shares of Dollar General worth $6.61K as of Q2 2026.
  • Medallion Wealth Advisors bought 50 Dollar General shares in Q2 2026, an estimated $5.68K.
  • Dollar General made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #816 holding.
  • Medallion Wealth Advisors first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.