MISSION WEALTH MANAGEMENT, LP

Position in DG — Dollar General Corp

CIK 1645382 Santa Barbara, CA

Position in DG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$718,746

+$402,806 QoQ

Shares Held

6,244

+134.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#551

of 1,127 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $56,768,739 across 5 Discount Stores names. DG ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	32,546	$30,445,806
2	WMT	Walmart Inc.	211,529	$23,957,774
3	TGT	Target Corp	10,677	$1,394,522
4	DG	Dollar General Corp This page	6,244	$718,746
5	BJ	BJ's Wholesale Club Holdings, Inc.	2,888	$251,891

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,746	6,244	+134.6%	Shares	Sole	2026-07-20
2026-03-31	$315,940	2,661	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$353,433	2,662	+44.0%	Shares	Sole	2026-02-05
2025-06-30	$211,374	1,848	-17.4%	Shares	Sole	2025-08-05
2024-06-30	$295,930	2,238	+13.6%	Shares	Sole	2024-08-05
2024-03-31	$307,438	1,970	-8.2%	Shares	Sole	2024-04-30
2023-12-31	$291,748	2,146	-5.8%	Shares	Sole	2024-02-05
2023-09-30	$241,012	2,278	+166.1%	Shares	Sole	2023-10-24
2022-12-31	$210,790	856	0.0%	Shares	Sole	2023-02-02
2022-09-30	$205,320	856	—	Shares	Sole	2022-10-12
No filing history on record for this holder in this stock.