Turtle Creek Wealth Advisors’s Dollar General DG Stock Holding History

Turtle Creek Wealth Advisors’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	$414K	Buy	3,586 +1,337	+59%	+$152K	0.02%	299
2026 Q1	$267K	Sell	2,249 -1,817	-45%	-$259K	0.02%	341
2025 Q4	$540K	Sell	4,066 -1,101	-21%	-$123K	0.04%	227
2025 Q3	$534K	Sell	5,167 -96	-2%	-$10.5K	0.05%	203
2025 Q2	$602K	Buy	+5,263	New	+$522K	0.07%	157
2024 Q1	–	Sell	-1,246	Closed	-$169K	–	353
2023 Q4	$169K	Buy	+1,246	New	+$151K	0.05%	159

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

Turtle Creek Wealth Advisors's DG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Dollar General (DG) stake by 59% in Q2 2026, buying an estimated $152K and bringing the position to 3,586 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #299.

Turtle Creek Wealth Advisors first reported a position in DG in Q4 2023 and has held it in 6 quarters since. The position peaked at $602K in Q2 2025. 512 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Turtle Creek Wealth Advisors held 3,586 shares of Dollar General worth $414K as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,337 Dollar General shares in Q2 2026, an estimated $152K.
Dollar General made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #299 holding.
Turtle Creek Wealth Advisors first reported a position in Dollar General in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's Dollar General position peaked at $602K in Q2 2025.
512 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.