Plato Investment Management’s Dollar General DG Stock Holding History

Plato Investment 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	$696K	Sell	6,086 -2,709	-31%	-$308K	0.04%	316
2026 Q1	$1.04M	Sell	8,795 -508	-5%	-$72.4K	0.07%	258
2025 Q4	$1.24M	Buy	9,303 +7,112	+325%	+$793K	0.08%	232
2025 Q3	$225K	Buy	2,191 +393	+22%	+$43.1K	0.02%	388
2025 Q2	$205K	Hold	1,798	–	–	0.02%	399
2025 Q1	$160K	Hold	1,798	–	–	0.01%	400
2024 Q4	$137K	Hold	1,798	–	–	0.01%	438
2024 Q3	$152K	Sell	1,798 -13	-0.7%	-$1.43K	0.01%	402
2024 Q2	$239K	Hold	1,811	–	–	0.02%	324
2024 Q1	$283K	Buy	+1,811	New	+$257K	0.03%	298

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plato Investment Management's DG Position: Q2 2026 in Review

Plato Investment Management reduced its Dollar General (DG) stake by 31% in Q2 2026, selling an estimated $308K and leaving 6,086 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #316.

Plato Investment Management first reported a position in DG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2025. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Plato Investment Management held 6,086 shares of Dollar General worth $696K as of Q2 2026.
Plato Investment Management sold 2,709 Dollar General shares in Q2 2026, an estimated $308K.
Dollar General made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #316 holding.
Plato Investment Management first reported a position in Dollar General in Q1 2024 and has held it in 10 quarters since.
Plato Investment Management's Dollar General position peaked at $1.24M in Q4 2025.
1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.