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Mount Yale Investment Advisors’s Dollar General DG Stock Holding History

Mount Yale Investment 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 		$991K Buy
8,343
+4,685
+128% +$668K 0.02% 524
2025
Q4 		$486K Buy
+3,658
New +$408K 0.02% 466
2025
Q3 		– Sell
-217
Closed -$24.8K – 892
2025
Q2 		$24.8K Buy
+217
New +$21.5K ﹤0.01% 998
2024
Q4 		– Sell
-54,449
Closed -$4.6M – 568
2024
Q3 		$4.6M Buy
54,449
+15,806
+41% +$1.73M 0.44% 54
2024
Q2 		$5.11M Sell
38,643
-4,994
-11% -$697K 0.4% 46
2024
Q1 		$6.81M Buy
43,637
+18,782
+76% +$2.67M 0.52% 33
2023
Q4 		$3.38M Sell
24,855
-15,230
-38% -$1.85M 0.32% 78
2023
Q3 		$4.24M Buy
40,085
+37,792
+1,648% +$5.63M 0.46% 46
2023
Q2 		$389K Buy
2,293
+922
+67% +$182K 0.04% 341
2023
Q1 		$289K Buy
+1,371
New +$308K 0.03% 388
2022
Q3 		– Sell
-2,396
Closed -$588K – 454
2022
Q2 		$588K Sell
2,396
-105
-4% -$24.5K 0.07% 258
2022
Q1 		$557K Sell
2,501
-168
-6% -$35.7K 0.06% 293
2021
Q4 		$629K Sell
2,669
-37
-1% -$8.17K 0.07% 262
2021
Q3 		$574K Sell
2,706
-188
-6% -$42.4K 0.07% 263
2021
Q2 		$626K Buy
2,894
+60
+2% +$12.6K 0.08% 242
2021
Q1 		$574K Sell
2,834
-33
-1% -$6.55K 0.07% 243
2020
Q4 		$603K Sell
2,867
-155
-5% -$33.1K 0.08% 231
2020
Q3 		$633K Buy
3,022
+135
+5% +$26.6K 0.09% 215
2020
Q2 		$550K Buy
+2,887
New +$522K 0.1% 215
2018
Q4 		– Sell
-245
Closed -$28K – 430
2018
Q3 		$28K Buy
+245
New +$25.5K ﹤0.01% 714

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

Mount Yale Investment Advisors's DG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Dollar General (DG) stake by 128% in Q1 2026, buying an estimated $668K and bringing the position to 8,343 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #524.

Mount Yale Investment Advisors first reported a position in DG in Q3 2018 and has held it in 20 quarters since. The position peaked at $6.81M in Q1 2024. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Mount Yale Investment Advisors held 8,343 shares of Dollar General worth $991K as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,685 Dollar General shares in Q1 2026, an estimated $668K.
  • Dollar General made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #524 holding.
  • Mount Yale Investment Advisors first reported a position in Dollar General in Q3 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Dollar General position peaked at $6.81M in Q1 2024.
  • 1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.