WPC
DG icon

Wedmont Private Capital’s Dollar General DG Stock Holding History

Wedmont Private 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 		$853K Buy
6,866
+903
+15% +$111K 0.02% 434
2026
Q2 		$709K Sell
5,963
-297
-5% -$33.8K 0.02% 446
2026
Q1 		$770K Buy
6,260
+492
+9% +$70.2K 0.02% 371
2025
Q4 		$828K Sell
5,768
-42
-0.7% -$4.68K 0.03% 337
2025
Q3 		$560K Buy
5,810
+118
+2% +$12.9K 0.02% 433
2025
Q2 		$639K Buy
5,692
+531
+10% +$52.7K 0.03% 364
2025
Q1 		$460K Buy
+5,161
New +$391K 0.02% 405
2024
Q2 		– Sell
-1,449
Closed -$222K – 650
2024
Q1 		$222K Buy
+1,449
New +$206K 0.02% 541
2023
Q3 		– Sell
-1,511
Closed -$247K – 513
2023
Q2 		$247K Buy
+1,511
New +$299K 0.03% 431
2023
Q1 		– Sell
-2,026
Closed -$504K – 474
2022
Q4 		$504K Buy
2,026
+193
+11% +$47.7K 0.08% 203
2022
Q3 		$440K Buy
1,833
+880
+92% +$217K 0.09% 177
2022
Q2 		$234K Buy
+953
New +$222K 0.05% 288

Other funds holding DG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Wedmont Private Capital's DG Position: Q3 2026 in Review

Wedmont Private Capital increased its Dollar General (DG) stake by 15% in Q3 2026, buying an estimated $111K and bringing the position to 6,866 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #434.

Wedmont Private Capital first reported a position in DG in Q2 2022 and has held it in 12 quarters since. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Wedmont Private Capital held 6,866 shares of Dollar General worth $853K as of Q3 2026.
  • Wedmont Private Capital bought 903 Dollar General shares in Q3 2026, an estimated $111K.
  • Dollar General made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #434 holding.
  • Wedmont Private Capital first reported a position in Dollar General in Q2 2022 and has held it in 12 quarters since.
  • 41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.