Sage Investment Counsel’s Dollar General DG Stock Holding History

Sage Investment Counsel’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	$1.43M	Buy	12,455 +1,070	+9%	+$122K	1.44%	21
2026 Q1	$1.35M	Sell	11,385 -2,256	-17%	-$322K	1.5%	21
2025 Q4	$1.81M	Buy	13,641 +1	+0%	+$112	1.99%	8
2025 Q3	$1.41M	Buy	13,640 +342	+3%	+$37.5K	1.56%	20
2025 Q2	$1.52M	Buy	13,298 +1,230	+10%	+$122K	1.76%	12
2025 Q1	$1.06M	Buy	12,068 +2,595	+27%	+$196K	1.35%	20
2024 Q4	$718K	Buy	+9,473	New	+$746K	0.94%	27

Other funds holding DG

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sage Investment Counsel's DG Position: Q2 2026 in Review

Sage Investment Counsel increased its Dollar General (DG) stake by 9.4% in Q2 2026, buying an estimated $122K and bringing the position to 12,455 shares worth $1.43M. The position accounts for 1.44% of the portfolio, ranked #21.

Sage Investment Counsel first reported a position in DG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2025. 513 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Sage Investment Counsel held 12,455 shares of Dollar General worth $1.43M as of Q2 2026.
Sage Investment Counsel bought 1,070 Dollar General shares in Q2 2026, an estimated $122K.
Dollar General made up 1.44% of Sage Investment Counsel's portfolio in Q2 2026, its #21 holding.
Sage Investment Counsel first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Dollar General position peaked at $1.81M in Q4 2025.
513 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.