Savant Capital
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Savant Capital’s Dollar General DG Stock Holding History

Savant Capital’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
Q3 		$4.14M Buy
34,654
+29,700
+600% +$3.66M 0.01% 554
2026
Q2 		$574K Sell
4,954
-742
-13% -$84.3K ﹤0.01% 1147
2026
Q1 		$676K Buy
5,696
+1,265
+29% +$180K ﹤0.01% 768
2025
Q4 		$588K Sell
4,431
-91
-2% -$10.2K ﹤0.01% 768
2025
Q3 		$467K Buy
4,522
+148
+3% +$16.2K ﹤0.01% 826
2025
Q2 		$500K Buy
4,374
+979
+29% +$97.2K ﹤0.01% 741
2025
Q1 		$299K Sell
3,395
-713
-17% -$54K ﹤0.01% 843
2024
Q4 		$312K Sell
4,108
-1,121
-21% -$88.3K ﹤0.01% 1093
2024
Q3 		$442K Buy
5,229
+3,105
+146% +$340K ﹤0.01% 924
2024
Q2 		$281K Sell
2,124
-789
-27% -$110K ﹤0.01% 1003
2024
Q1 		$455K Sell
2,913
-627
-18% -$89.1K 0.01% 763
2023
Q4 		$481K Buy
+3,540
New +$429K 0.01% 569
2023
Q2 		– Sell
-1,411
Closed -$297K – 795
2023
Q1 		$297K Sell
1,411
-7
-0.5% -$1.57K 0.01% 598
2022
Q4 		$349K Sell
1,418
-170
-11% -$42K 0.01% 428
2022
Q3 		$381K Sell
1,588
-27
-2% -$6.66K 0.01% 377
2022
Q2 		$396K Buy
1,615
+277
+21% +$64.7K 0.01% 380
2022
Q1 		$298K Buy
1,338
+306
+30% +$65K 0.01% 455
2021
Q4 		$244K Buy
1,032
+27
+3% +$5.96K 0.01% 491
2021
Q3 		$213K Buy
1,005
+9
+0.9% +$2.03K 0.01% 490
2021
Q2 		$216K Buy
+996
New +$209K 0.01% 462
2021
Q1 		– Sell
-1,139
Closed -$240K – 471
2020
Q4 		$240K Buy
1,139
+48
+4% +$10.3K 0.01% 392
2020
Q3 		$229K Buy
+1,091
New +$215K 0.02% 360

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Savant Capital's DG Position: Q3 2026 in Review

Savant Capital increased its Dollar General (DG) stake by 600% in Q3 2026, buying an estimated $3.66M and bringing the position to 34,654 shares worth $4.14M. The position accounts for 0.01% of the portfolio, ranked #554.

Savant Capital first reported a position in DG in Q3 2020 and has held it in 22 quarters since. 626 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Savant Capital held 34,654 shares of Dollar General worth $4.14M as of Q3 2026.
  • Savant Capital bought 29,700 Dollar General shares in Q3 2026, an estimated $3.66M.
  • Dollar General made up 0.01% of Savant Capital's portfolio in Q3 2026, its #554 holding.
  • Savant Capital first reported a position in Dollar General in Q3 2020 and has held it in 22 quarters since.
  • 626 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.