MCM
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Monarch Capital Management’s Dollar General DG Stock Holding History

Monarch Capital Management’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 		$2.18M Buy
18,898
+944
+5% +$107K 0.5% 53
2026
Q1 		$2.13M Sell
17,954
-870
-5% -$124K 0.52% 56
2025
Q4 		$2.5M Buy
18,824
+910
+5% +$102K 0.61% 48
2025
Q3 		$1.85M Buy
17,914
+1,453
+9% +$159K 0.45% 56
2025
Q2 		$1.88M Buy
16,461
+668
+4% +$66.3K 0.51% 54
2025
Q1 		$1.39M Buy
15,793
+4,465
+39% +$338K 0.39% 61
2024
Q4 		$859K Buy
11,328
+7,330
+183% +$578K 0.24% 71
2024
Q3 		$338K Buy
3,998
+1,397
+54% +$153K 0.09% 104
2024
Q2 		$344K Buy
2,601
+26
+1% +$3.63K 0.1% 99
2024
Q1 		$402K Hold
2,575
– – 0.11% 97
2023
Q4 		$350K Sell
2,575
-405
-14% -$49.1K 0.11% 99
2023
Q3 		$315K Buy
2,980
+112
+4% +$16.7K 0.1% 98
2023
Q2 		$487K Hold
2,868
– – 0.15% 87
2023
Q1 		$604K Buy
2,868
+40
+1% +$8.98K 0.19% 77
2022
Q4 		$698K Hold
2,828
– – 0.21% 76
2022
Q3 		$678K Hold
2,828
– – 0.22% 72
2022
Q2 		$694K Buy
2,828
+891
+46% +$208K 0.21% 76
2022
Q1 		$431K Hold
1,937
– – 0.11% 94
2021
Q4 		$457K Hold
1,937
– – 0.12% 91
2021
Q3 		$411K Hold
1,937
– – 0.11% 91
2021
Q2 		$419K Hold
1,937
– – 0.12% 92
2021
Q1 		$392K Hold
1,937
– – 0.12% 89
2020
Q4 		$407K Hold
1,937
– – 0.13% 85
2020
Q3 		$406K Hold
1,937
– – 0.14% 82
2020
Q2 		$369K Hold
1,937
– – 0.13% 81
2020
Q1 		$293K Hold
1,937
– – 0.12% 82
2019
Q4 		$302K Buy
+1,937
New +$307K 0.1% 89

Other funds holding DG

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Monarch Capital Management's DG Position: Q2 2026 in Review

Monarch Capital Management increased its Dollar General (DG) stake by 5.3% in Q2 2026, buying an estimated $107K and bringing the position to 18,898 shares worth $2.18M. The position accounts for 0.5% of the portfolio, ranked #53.

Monarch Capital Management first reported a position in DG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.5M in Q4 2025. 453 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Monarch Capital Management held 18,898 shares of Dollar General worth $2.18M as of Q2 2026.
  • Monarch Capital Management bought 944 Dollar General shares in Q2 2026, an estimated $107K.
  • Dollar General made up 0.5% of Monarch Capital Management's portfolio in Q2 2026, its #53 holding.
  • Monarch Capital Management first reported a position in Dollar General in Q4 2019 and has held it in 27 quarters since.
  • Monarch Capital Management's Dollar General position peaked at $2.5M in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.