Key Financial Inc

Position in DG — Dollar General Corp

CIK 1801720 WEST CHESTER, PA

Position in DG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$32,461

-$1,020 QoQ

Shares Held

282

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#914

of 1,127 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Key Financial Inc holds $1,600,877 across 5 Discount Stores names. DG ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	969	$906,470
2	WMT	Walmart Inc.	5,365	$607,639
3	DG	Dollar General Corp This page	282	$32,461
4	TGT	Target Corp	213	$27,819
5	DLTR	Dollar Tree, Inc.	219	$26,488

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,461	282	0.0%	Shares	Sole	2026-07-24
2026-03-31	$33,481	282	0.0%	Shares	Sole	2026-04-24
2025-12-31	$37,441	282	0.0%	Shares	Sole	2026-02-09
2025-09-30	$29,144	282	-1.1%	Shares	Sole	2025-11-05
2025-06-30	$32,598	285	-9.5%	Shares	Sole	2025-08-05
2025-03-31	$27,697	315	0.0%	Shares	Sole	2025-05-01
2024-12-31	$23,883	315	0.0%	Shares	Sole	2025-01-31
2024-09-30	$26,639	315	-54.0%	Shares	Sole	2024-10-29
2024-06-30	$90,577	685	0.0%	Shares	Sole	2024-07-30
2024-03-31	$106,901	685	0.0%	Shares	Sole	2024-05-13
2023-12-31	$93,125	685	-26.4%	Shares	Sole	2024-01-31
2023-09-30	$98,499	931	0.0%	Shares	Sole	2023-11-01
2023-06-30	$158,065	931	0.0%	Shares	Sole	2023-07-28
2023-03-31	$195,938	931	0.0%	Shares	Sole	2023-05-02
2022-12-31	$229,258	931	0.0%	Shares	Sole	2023-01-26
2022-09-30	$223,309	931	0.0%	Shares	Sole	2022-10-28
2022-06-30	$228,504	931	0.0%	Shares	Sole	2022-07-26
2022-03-31	$207,268	931	+35.9%	Shares	Sole	2022-04-27
2021-12-31	$161,543	685	0.0%	Shares	Sole	2022-01-19
2021-09-30	$145,315	685	0.0%	Shares	Sole	2021-11-01
2021-06-30	$148,227	685	+119.6%	Shares	Sole	2021-08-02
2021-03-31	$63,217	312	0.0%	Shares	Sole	2021-04-30
2020-12-31	$65,613	312	-26.6%	Shares	Sole	2021-01-29
2020-03-31	$64,179	425	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.