CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in DG — Dollar General Corp
CIK 1766904
RICHMOND, VA
Position in DG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$168,948
+$21,445 QoQ
Shares Held
1,423
+28.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $3,927,073 across 5 Discount Stores names.
All Filings in DG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,948 | 1,423 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $147,503 | 1,111 | Shares | Other | 2026-02-09 | |
| 2024-06-30 | $367,730 | 2,781 | Shares | Other | 2024-07-22 | |
| 2023-09-30 | $73,213 | 692 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $449,577 | 2,648 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,671,476 | 26,948 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,738,385 | 27,364 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,607,423 | 27,547 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,323,516 | 25,764 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $141,074 | 673 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||