WAG
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Wilkerson Advisory Group’s Dollar General DG Stock Holding History

Wilkerson Advisory 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 		$23.5K Buy
204
+143
+234% +$16.3K 0.01% 315
2026
Q1 		$7.23K Buy
61
+7
+13% +$998 ﹤0.01% 449
2025
Q4 		$7.12K Buy
+54
New +$6.02K ﹤0.01% 388

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

Wilkerson Advisory Group's DG Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Dollar General (DG) stake by 234% in Q2 2026, buying an estimated $16.3K and bringing the position to 204 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #315.

Wilkerson Advisory Group first reported a position in DG in Q4 2025 and has held it in 3 quarters since. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Wilkerson Advisory Group held 204 shares of Dollar General worth $23.5K as of Q2 2026.
  • Wilkerson Advisory Group bought 143 Dollar General shares in Q2 2026, an estimated $16.3K.
  • Dollar General made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #315 holding.
  • Wilkerson Advisory Group first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.