WC
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Whitney & Co’s Dollar General DG Stock Holding History

Whitney & Co’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 		$205K Hold
1,783
– – 0.02% 173
2026
Q1 		$212K Hold
1,783
– – 0.02% 165
2025
Q4 		$237K Buy
+1,783
New +$199K 0.02% 159
2018
Q4 		– Sell
-656
Closed -$77K – 188
2018
Q3 		$77K Buy
+656
New +$68.2K 0.02% 154

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whitney & Co's DG Position: Q2 2026 in Review

Whitney & Co held its Dollar General (DG) position steady in Q2 2026 at 1,783 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #173.

Whitney & Co first reported a position in DG in Q3 2018 and has held it in 4 quarters since. The position peaked at $237K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Whitney & Co held 1,783 shares of Dollar General worth $205K as of Q2 2026.
  • Whitney & Co left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #173 holding.
  • Whitney & Co first reported a position in Dollar General in Q3 2018 and has held it in 4 quarters since.
  • Whitney & Co's Dollar General position peaked at $237K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.