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PDS Planning’s Dollar General DG Stock Holding History

PDS Planning’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 		$217K Buy
1,885
+57
+3% +$6.48K 0.01% 545
2026
Q1 		$217K Sell
1,828
-9
-0.5% -$1.28K 0.01% 497
2025
Q4 		$244K Buy
+1,837
New +$205K 0.02% 443
2025
Q3 		– Sell
-1,787
Closed -$204K – 548
2025
Q2 		$204K Buy
+1,787
New +$177K 0.02% 478
2024
Q2 		– Sell
-1,294
Closed -$202K – 403
2024
Q1 		$202K Buy
+1,294
New +$184K 0.02% 361
2023
Q2 		– Sell
-965
Closed -$203K – 343
2023
Q1 		$203K Buy
+965
New +$217K 0.03% 264
2022
Q3 		– Sell
-844
Closed -$207K – 208
2022
Q2 		$207K Sell
844
-126
-13% -$29.4K 0.04% 185
2022
Q1 		$216K Buy
970
+28
+3% +$5.95K 0.04% 194
2021
Q4 		$222K Sell
942
-157
-14% -$34.7K 0.04% 174
2021
Q3 		$233K Buy
1,099
+26
+2% +$5.87K 0.05% 162
2021
Q2 		$232K Buy
+1,073
New +$225K 0.06% 159

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

PDS Planning's DG Position: Q2 2026 in Review

PDS Planning increased its Dollar General (DG) stake by 3.1% in Q2 2026, buying an estimated $6.48K and bringing the position to 1,885 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #545.

PDS Planning first reported a position in DG in Q2 2021 and has held it in 11 quarters since. The position peaked at $244K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • PDS Planning held 1,885 shares of Dollar General worth $217K as of Q2 2026.
  • PDS Planning bought 57 Dollar General shares in Q2 2026, an estimated $6.48K.
  • Dollar General made up 0.01% of PDS Planning's portfolio in Q2 2026, its #545 holding.
  • PDS Planning first reported a position in Dollar General in Q2 2021 and has held it in 11 quarters since.
  • PDS Planning's Dollar General position peaked at $244K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.