EP Wealth Advisors, LLC

Position in DG — Dollar General Corp

CIK 1540569 TORRANCE, CA

Position in DG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$870,807

-$49,944 QoQ

Shares Held

7,565

-2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#520

of 1,127 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $188,304,818 across 5 Discount Stores names. DG ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	155,825	$145,769,612
2	WMT	Walmart Inc.	337,787	$38,257,755
3	TGT	Target Corp	21,357	$2,789,437
4	DG	Dollar General Corp This page	7,565	$870,807
5	DLTR	Dollar Tree, Inc.	5,103	$617,207

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,807	7,565	-2.5%	Shares	Sole	2026-08-12
2026-03-31	$920,751	7,755	-9.3%	Shares	Sole	2026-05-14
2025-12-31	$1,135,714	8,554	+57.5%	Shares	Sole	2026-02-18
2025-06-30	$621,312	5,432	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$479,834	5,457	+554.3%	Shares	Sole	2025-05-15
2022-06-30	$204,696	834	-11.7%	Shares	Sole	2022-08-11
2022-03-31	$210,385	945	-7.4%	Shares	Sole	2022-05-20
2021-12-31	$240,546	1,020	+6.8%	Shares	Sole	2022-02-17
2021-09-30	$202,593	955	—	Shares	Sole	2021-11-23
No filing history on record for this holder in this stock.