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 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 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

PDS Planning's DG Position: Q1 2026 in Review

PDS Planning reduced its Dollar General (DG) stake by 0.49% in Q1 2026, selling an estimated $1.28K and leaving 1,828 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #497.

PDS Planning first reported a position in DG in Q2 2021 and has held it in 10 quarters since. The position peaked at $244K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

PDS Planning held 1,828 shares of Dollar General worth $217K as of Q1 2026.
PDS Planning sold 9 Dollar General shares in Q1 2026, an estimated $1.28K.
Dollar General made up 0.01% of PDS Planning's portfolio in Q1 2026, its #497 holding.
PDS Planning first reported a position in Dollar General in Q2 2021 and has held it in 10 quarters since.
PDS Planning's Dollar General position peaked at $244K in Q4 2025.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.