Rothschild Wealth LLC

Position in DG — Dollar General Corp

CIK 1811345 OAK BROOK, IL

Position in DG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$424,180

-$110,817 QoQ

Shares Held

3,685

-18.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#667

of 1,127 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Rothschild Wealth LLC holds $4,478,736 across 4 Discount Stores names. DG ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,100	$1,964,487
2	WMT	Walmart Inc.	13,141	$1,488,349
3	TGT	Target Corp	4,607	$601,720
4	DG	Dollar General Corp This page	3,685	$424,180

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,180	3,685	-18.2%	Shares	Sole	2026-08-11
2026-03-31	$534,997	4,506	+39.2%	Shares	Sole	2026-05-06
2025-12-31	$429,776	3,237	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.