Templeton & Phillips Capital Management’s Dollar General DG Stock Holding History

Templeton & Phillips Capital 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 Q1	$295K	Sell	2,488 -24,320	-91%	-$3.47M	0.24%	43
2025 Q4	$3.56M	Sell	26,808 -64,000	-70%	-$7.14M	2.37%	11
2025 Q3	$9.39M	Hold	90,808	–	–	6.75%	5
2025 Q2	$10.4M	Buy	90,808 +698	+0.8%	+$69.3K	7.51%	4
2025 Q1	$7.92M	Buy	+90,110	New	+$6.82M	5.7%	6
2024 Q1	–	Sell	-2,400	Closed	-$326K	–	43
2023 Q4	$326K	Buy	+2,400	New	+$291K	0.33%	20

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

Templeton & Phillips Capital Management's DG Position: Q1 2026 in Review

Templeton & Phillips Capital Management reduced its Dollar General (DG) stake by 91% in Q1 2026, selling an estimated $3.47M and leaving 2,488 shares worth $295K. The position accounts for 0.24% of the portfolio, ranked #43.

Templeton & Phillips Capital Management first reported a position in DG in Q4 2023 and has held it in 6 quarters since. The position peaked at $10.4M in Q2 2025. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Templeton & Phillips Capital Management held 2,488 shares of Dollar General worth $295K as of Q1 2026.
Templeton & Phillips Capital Management sold 24,320 Dollar General shares in Q1 2026, an estimated $3.47M.
Dollar General made up 0.24% of Templeton & Phillips Capital Management's portfolio in Q1 2026, its #43 holding.
Templeton & Phillips Capital Management first reported a position in Dollar General in Q4 2023 and has held it in 6 quarters since.
Templeton & Phillips Capital Management's Dollar General position peaked at $10.4M in Q2 2025.
1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q1 2026, filed 6 May 2026.