Wright Investors Service’s Dollar General DG Stock Holding History

Wright Investors Service’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	$553K	Sell	4,802 -13	-0.3%	-$1.48K	0.15%	116
2026 Q1	$572K	Sell	4,815 -264	-5%	-$37.6K	0.18%	111
2025 Q4	$674K	Buy	+5,079	New	+$567K	0.2%	96
2016 Q4	–	Sell	-2,860	Closed	-$200K	–	230
2016 Q3	$200K	Sell	2,860 -5,885	-67%	-$499K	0.08%	201
2016 Q2	$822K	Buy	8,745 +1,780	+26%	+$153K	0.34%	101
2016 Q1	$596K	Buy	6,965 +1,033	+17%	+$78.2K	0.24%	138
2015 Q4	$426K	Buy	+5,932	New	+$402K	0.16%	196

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wright Investors Service's DG Position: Q2 2026 in Review

Wright Investors Service reduced its Dollar General (DG) stake by 0.27% in Q2 2026, selling an estimated $1.48K and leaving 4,802 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #116.

Wright Investors Service first reported a position in DG in Q4 2015 and has held it in 7 quarters since. The position peaked at $822K in Q2 2016. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Wright Investors Service held 4,802 shares of Dollar General worth $553K as of Q2 2026.
Wright Investors Service sold 13 Dollar General shares in Q2 2026, an estimated $1.48K.
Dollar General made up 0.15% of Wright Investors Service's portfolio in Q2 2026, its #116 holding.
Wright Investors Service first reported a position in Dollar General in Q4 2015 and has held it in 7 quarters since.
Wright Investors Service's Dollar General position peaked at $822K in Q2 2016.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.