Position in DG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$794,374
-$29,256 QoQ
Shares Held
6,901
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#534
of 1,127 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $129,394,068 across 3 Discount Stores names. DG ranks #3 (0.6% of the industry book) .
All Filings in DG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,374 | 6,901 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $823,630 | 6,937 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $916,245 | 6,901 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $713,218 | 6,901 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $789,336 | 6,901 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $607,068 | 6,904 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $523,233 | 6,901 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $583,617 | 6,901 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $914,105 | 6,913 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,079,310 | 6,916 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $952,465 | 7,006 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $7,642,476 | 45,014 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $9,755,031 | 46,351 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,760,386 | 43,697 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,122,473 | 17,187 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,115,537 | 16,768 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||