PINNACLE ASSOCIATES LTD

Position in DG — Dollar General Corp

CIK 743127 NEW YORK, NY

Position in DG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$639,896

-$62,273 QoQ

Shares Held

5,559

-6.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#577

of 1,127 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $91,193,740 across 4 Discount Stores names. DG ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	483,782	$54,793,149
2	COST	Costco Wholesale Corp /New	35,995	$33,672,242
3	TGT	Target Corp	15,990	$2,088,453
4	DG	Dollar General Corp This page	5,559	$639,896

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,896	5,559	-6.0%	Shares	Sole	2026-08-03
2026-03-31	$702,169	5,914	+0.2%	Shares	Sole	2026-04-22
2025-12-31	$783,874	5,904	+133.7%	Shares	Sole	2026-02-05
2025-09-30	$261,062	2,526	-49.8%	Shares	Sole	2025-11-13
2025-06-30	$575,102	5,028	+107.8%	Shares	Sole	2025-08-04
2025-03-31	$212,790	2,420	-18.9%	Shares	Sole	2025-05-06
2024-12-31	$226,246	2,984	-82.5%	Shares	Sole	2025-02-14
2024-09-30	$1,438,704	17,012	+3.5%	Shares	Sole	2024-10-25
2024-06-30	$2,172,803	16,432	-3.1%	Shares	Sole	2024-07-30
2024-03-31	$2,646,153	16,956	-0.3%	Shares	Sole	2024-04-26
2023-12-31	$2,312,781	17,012	+492.5%	Shares	Sole	2024-01-19
2023-09-30	$303,751	2,871	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.