&Partners’s Dollar General DG Stock Holding History

&Partners’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	$4.62M	Sell	38,914 -7,411	-16%	-$1.06M	0.02%	550
2025 Q4	$6.15M	Buy	46,325 +14,577	+46%	+$1.63M	0.03%	432
2025 Q3	$3.25M	Buy	31,748 +1,619	+5%	+$178K	0.02%	560
2025 Q2	$3.45M	Buy	30,129 +215	+0.7%	+$21.3K	0.03%	469
2025 Q1	$2.58M	Buy	29,914 +5,832	+24%	+$442K	0.03%	453
2024 Q4	$1.78M	Buy	24,082 +14,910	+163%	+$1.17M	0.02%	546
2024 Q3	$779K	Buy	9,172 +5,204	+131%	+$570K	0.02%	666
2024 Q2	$525K	Buy	+3,968	New	+$554K	0.02%	525

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's DG Position: Q1 2026 in Review

&Partners reduced its Dollar General (DG) stake by 16% in Q1 2026, selling an estimated $1.06M and leaving 38,914 shares worth $4.62M. The position accounts for 0.02% of the portfolio, ranked #550.

&Partners first reported a position in DG in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.15M in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

&Partners held 38,914 shares of Dollar General worth $4.62M as of Q1 2026.
&Partners sold 7,411 Dollar General shares in Q1 2026, an estimated $1.06M.
Dollar General made up 0.02% of &Partners's portfolio in Q1 2026, its #550 holding.
&Partners first reported a position in Dollar General in Q2 2024 and has held it in 8 quarters since.
&Partners's Dollar General position peaked at $6.15M in Q4 2025.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.