WG
DG icon

Welch Group’s Dollar General DG Stock Holding History

Welch Group’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 		$244K Hold
2,118
– – 0.01% 278
2026
Q1 		$251K Hold
2,118
– – 0.01% 258
2025
Q4 		$281K Sell
2,118
-49
-2% -$5.47K 0.01% 250
2025
Q3 		$224K Buy
2,167
+1
+0% +$110 0.01% 272
2025
Q2 		$248K Buy
+2,166
New +$215K 0.01% 234
2024
Q4 		– Sell
-43,716
Closed -$3.7M – 269
2024
Q3 		$3.7M Buy
43,716
+8,407
+24% +$922K 0.16% 61
2024
Q2 		$4.67M Buy
35,309
+3,004
+9% +$420K 0.22% 57
2024
Q1 		$5.04M Buy
32,305
+4,760
+17% +$677K 0.25% 55
2023
Q4 		$3.74M Buy
27,545
+2,881
+12% +$349K 0.2% 60
2023
Q3 		$2.61M Buy
24,664
+3,873
+19% +$577K 0.15% 61
2023
Q2 		$3.53M Buy
20,791
+2,998
+17% +$593K 0.2% 58
2023
Q1 		$3.74M Buy
17,793
+755
+4% +$169K 0.22% 57
2022
Q4 		$4.2M Buy
17,038
+563
+3% +$139K 0.24% 46
2022
Q3 		$3.95M Buy
16,475
+219
+1% +$54K 0.26% 43
2022
Q2 		$3.99M Buy
16,256
+432
+3% +$101K 0.24% 45
2022
Q1 		$3.52M Buy
15,824
+2,882
+22% +$612K 0.2% 55
2021
Q4 		$3.05M Buy
12,942
+1,374
+12% +$303K 0.18% 61
2021
Q3 		$2.45M Buy
11,568
+1,957
+20% +$442K 0.17% 62
2021
Q2 		$2.08M Buy
9,611
+1,715
+22% +$360K 0.14% 65
2021
Q1 		$1.6M Buy
7,896
+3,601
+84% +$715K 0.12% 68
2020
Q4 		$903K Buy
4,295
+797
+23% +$170K 0.07% 75
2020
Q3 		$733K Sell
3,498
-80
-2% -$15.7K 0.06% 76
2020
Q2 		$682K Buy
3,578
+198
+6% +$35.8K 0.06% 72
2020
Q1 		$510K Buy
3,380
+841
+33% +$130K 0.05% 76
2019
Q4 		$396K Sell
2,539
-223
-8% -$35.4K 0.04% 83
2019
Q3 		$439K Buy
2,762
+3
+0.1% +$434 0.05% 82
2019
Q2 		$373K Sell
2,759
-22
-0.8% -$2.78K 0.04% 83
2019
Q1 		$332K Sell
2,781
-112
-4% -$13K 0.04% 89
2018
Q4 		$313K Buy
2,893
+439
+18% +$47.5K 0.04% 85
2018
Q3 		$268 Buy
2,454
+544
+28% +$56.6K 0.03% 107
2018
Q2 		$188K Sell
1,910
-116
-6% -$11.2K 0.02% 113
2018
Q1 		$190K Buy
2,026
+56
+3% +$5.38K 0.02% 109
2017
Q4 		$183K Hold
1,970
– – 0.03% 105
2017
Q3 		$160K Sell
1,970
-297
-13% -$22.3K 0.03% 105
2017
Q2 		$163K Buy
2,267
+483
+27% +$34.8K 0.03% 130
2017
Q1 		$124K Sell
1,784
-35
-2% -$2.56K 0.02% 117
2016
Q4 		$135K Buy
1,819
+193
+12% +$14.1K 0.03% 118
2016
Q3 		$114K Sell
1,626
-123
-7% -$10.4K 0.02% 132
2016
Q2 		$164K Sell
1,749
-1,006
-37% -$86.7K 0.03% 86
2016
Q1 		$236K Hold
2,755
– – 0.04% 91
2015
Q4 		$198K Buy
2,755
+360
+15% +$24.4K 0.04% 104
2015
Q3 		$173K Sell
2,395
-544
-19% -$41.5K 0.03% 111
2015
Q2 		$228K Hold
2,939
– – 0.04% 97
2015
Q1 		$222 Sell
2,939
-4
-0.1% -$283 0.04% 98
2014
Q4 		$208K Sell
2,943
-9
-0.3% -$586 0.04% 102
2014
Q3 		$180K Hold
2,952
– – 0.04% 109
2014
Q2 		$169K Buy
2,952
+88
+3% +$5.03K 0.04% 116
2014
Q1 		$159K Hold
2,864
– – 0.04% 108
2013
Q4 		$173K Sell
2,864
-22
-0.8% -$1.29K 0.04% 107
2013
Q3 		$163K Sell
2,886
-132
-4% -$7.25K 0.04% 106
2013
Q2 		$152K Buy
+3,018
New +$156K 0.04% 105

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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group's DG Position: Q2 2026 in Review

Welch Group held its Dollar General (DG) position steady in Q2 2026 at 2,118 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #278.

Welch Group first reported a position in DG in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.04M in Q1 2024. 394 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Welch Group held 2,118 shares of Dollar General worth $244K as of Q2 2026.
  • Welch Group left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up 0.01% of Welch Group's portfolio in Q2 2026, its #278 holding.
  • Welch Group first reported a position in Dollar General in Q2 2013 and has held it in 51 quarters since.
  • Welch Group's Dollar General position peaked at $5.04M in Q1 2024.
  • 394 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.