Cerity Partners LLC

Position in DG — Dollar General Corp

CIK 1566475 NEW YORK, NY

Position in DG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,218,880

-$3,072,558 QoQ

Shares Held

166,961

-11.1% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#141

of 1,127 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 9% Shared 25% None 66%

Consumer Defensive · as of Jun 30, 2026

Cerity Partners LLC holds $840,095,163 across 8 Discount Stores names. DG ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	438,863	$410,543,169
2	WMT	Walmart Inc.	3,076,049	$348,393,308
3	TGT	Target Corp	327,857	$42,821,401
4	DG	Dollar General Corp This page	166,961	$19,218,880
5	BJ	BJ's Wholesale Club Holdings, Inc.	101,861	$8,884,315
6	DLTR	Dollar Tree, Inc.	57,990	$7,013,890
7	PSMT	Pricesmart Inc	15,219	$2,972,878
8	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,217	$247,322

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,218,880	166,961	-11.1%	Shares	Other	2026-08-14
2026-03-31	$22,291,438	187,749	+15.4%	Shares	Other	2026-05-15
2025-12-31	$21,596,500	162,661	+93.3%	Shares	Defined	2026-02-11
2025-09-30	$8,698,452	84,165	+38.2%	Shares	Other	2025-10-22
2025-06-30	$6,964,598	60,890	+22.0%	Shares	Sole	2025-08-13
2025-03-31	$4,387,267	49,895	+40.9%	Shares	Other	2025-04-30
2024-12-31	$2,684,255	35,403	+13.4%	Shares	Sole	2025-02-13
2024-09-30	$2,639,514	31,211	+36.3%	Shares	Sole	2024-11-12
2024-06-30	$3,028,199	22,901	-22.9%	Shares	Sole	2024-08-13
2024-03-31	$4,634,357	29,696	+74.9%	Shares	Defined	2024-05-14
2023-12-31	$2,308,702	16,982	+7.5%	Shares	Other	2024-01-26
2023-09-30	$1,670,793	15,792	-60.6%	Shares	Sole	2023-11-14
2023-06-30	$6,804,442	40,078	-11.1%	Shares	Sole	2023-08-14
2023-03-31	$9,488,168	45,083	-0.9%	Shares	Sole	2023-05-11
2022-12-31	$11,205,360	45,504	+271.2%	Shares	Sole	2023-02-15
2022-09-30	$2,940,683	12,260	+3.7%	Shares	Sole	2022-11-14
2022-06-30	$2,901,591	11,822	+36.4%	Shares	Sole	2022-08-10
2022-03-31	$1,929,311	8,666	-20.8%	Shares	Sole	2022-04-25
2021-12-31	$2,579,272	10,937	+45.9%	Shares	Sole	2022-02-14
2021-09-30	$1,589,777	7,494	+6.5%	Shares	Sole	2021-10-25
2021-06-30	$1,522,520	7,036	+3.2%	Shares	Sole	2021-08-11
2021-03-31	$1,380,855	6,815	-3.1%	Shares	Sole	2021-08-11
2020-12-31	$1,479,670	7,036	+1.0%	Shares	Sole	2021-02-11
2020-09-30	$1,460,632	6,968	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.