DGNYSERetail-Variety StoresFiscal year ends January 29
DOLLAR GENERAL CORP
Financials through Q2 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 27, 2026
$133.27−1.09 (-0.81%)
Close on Oct 19, 2026
- Market cap
- $29.52B
- P/E (TTM)
- 17.3
- Dividend yield
- 1.77%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
221M of 221M shares
Institutional holders
1,129
121 new, 130 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $9.00M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 20,675,485 | 10.00% | 13G (passive) amendment | Nov 14, 2024 |
| Vanguard Capital Management | 16,549,451 | 7.51% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 15,235,517 | 6.90% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 11,569,896 | 5.24% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,967,085 | 10.41% | $2.64B | −2,397,980 | 0.04% |
| Vanguard Capital Management LLC | 14,390,108 | 6.52% | $1.66B | +84,876 | 0.04% |
| Vanguard Portfolio Management LLC | 11,534,271 | 5.23% | $1.33B | +597,113 | 0.06% |
| State Street Corp | 10,721,256 | 4.86% | $1.23B | −457,692 | 0.04% |
| Pzena Investment Management LLC | 10,222,060 | 4.63% | $1.18B | +3,324,519 | 3.45% |
| First Eagle Investment Management, LLC | 9,000,002 | 4.08% | $1.04B | +4,544,380 | 0.86% |
| Geode Capital Management, LLC | 5,933,054 | 2.69% | $680.26M | +90,208 | 0.04% |
| Invesco Ltd. | 4,561,089 | 2.07% | $525.03M | +1,816,404 | 0.04% |
| Aqr Capital Management LLC | 4,527,793 | 2.05% | $514.22M | −637,333 | 0.18% |
| Morgan Stanley | 3,907,161 | 1.77% | $449.75M | −413,226 | 0.02% |
| Bank Of America Corp /De/ | 3,347,666 | 1.52% | $385.35M | −377,446 | 0.02% |
| Goldman Sachs Group Inc | 3,232,481 | 1.47% | $372.09M | +99,163 | 0.03% |
| Dimensional Fund Advisors LP | 3,108,058 | 1.41% | $357.82M | +307,913 | 0.06% |
| Nordea Investment Management Ab | 3,093,004 | 1.40% | $357.95M | +1,459,330 | 0.29% |
| Franklin Resources Inc | 2,991,013 | 1.36% | $344.30M | +243,918 | 0.07% |
| Baillie Gifford & Co | 2,897,946 | 1.31% | $333.58M | −254,954 | 0.30% |
| Arrowstreet Capital, Limited Partnership | 2,852,486 | 1.29% | $328.35M | −15,753 | 0.15% |
| Allianz Asset Management GmbH | 2,648,366 | 1.20% | $310.65M | +336,361 | 0.28% |
| Life Cycle Investment Partners Ltd | 2,591,286 | 1.17% | $298.28M | +335,928 | 1.39% |
| UBS Group AG | 2,285,582 | 1.04% | $263.09M | +421,988 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,129 | 221M | 100.0% | 121 / 424 | 417 / 130 | 30M | 26M |
| Q1 2026 | 1,154 | 218M | 98.6% | 139 / 461 | 383 / 141 | 55M | 26M |
| Q4 2025 | 1,170 | 217M | 98.5% | 233 / 407 | 373 / 100 | 26M | 20M |
| Q3 2025 | 1,060 | 211M | 95.8% | 150 / 432 | 322 / 100 | 24M | 20M |
| Q2 2025 | 1,021 | 208M | 94.2% | 213 / 377 | 308 / 94 | 29M | 29M |
| Q1 2025 | 913 | 208M | 94.3% | 145 / 369 | 272 / 122 | 31M | 28M |
| Q4 2024 | 904 | 207M | 93.7% | 153 / 334 | 322 / 150 | 43M | 41M |
| Q3 2024 | 918 | 205M | 93.0% | 111 / 329 | 357 / 225 | 54M | 37M |
| Q2 2024 | 1,043 | 207M | 93.6% | 98 / 331 | 462 / 147 | 19M | 25M |
| Q1 2024 | 1,103 | 213M | 96.7% | 121 / 427 | 410 / 121 | 21M | 16M |
| Q4 2023 | 1,114 | 208M | 94.5% | 221 / 333 | 447 / 131 | 38M | 26M |
| Q3 2023 | 1,036 | 197M | 89.2% | 141 / 383 | 407 / 256 | 32M | 38M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,994,012 | 3.17% | $805.08M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,706,398 | 2.59% | $656.86M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,772,037 | 2.16% | $549.31M | 0.25% | Jun 30, 2026 |
| First Eagle Global Fund | 3,185,579 | 1.44% | $404.73M | 0.53% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 3,029,268 | 1.37% | $348.70M | 0.04% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,816,868 | 1.28% | $311.57M | 0.04% | May 31, 2026 |
| Vanguard Value Index Fund | 2,094,248 | 0.95% | $241.07M | 0.09% | Jun 30, 2026 |
| State Street(R) Consumer Staples Select Sector SPDR(R) ETF | 1,951,004 | 0.88% | $224.58M | 1.65% | Jun 30, 2026 |
| Vanguard Windsor Fund | 1,945,671 | 0.88% | $247.20M | 0.98% | Jul 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,696,319 | 0.77% | $215.52M | 0.22% | Jul 31, 2026 |
| BlackRock Equity Dividend Fund | 1,644,855 | 0.75% | $208.98M | 1.02% | Jul 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,414,479 | 0.64% | $162.82M | 0.44% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 1,195,699 | 0.54% | $137.64M | 0.04% | Jun 30, 2026 |
| Pacer US Cash Cows 100 ETF | 1,186,441 | 0.54% | $150.74M | 0.81% | Jul 31, 2026 |
| Franklin Mutual Shares Fund | 1,034,334 | 0.47% | $119.06M | 1.71% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Todd J. Vasos | Chief Executive Officer, Director | 177,123 | 0.08% | Mar 30, 2026 |
| Kathleen A. Reardon | EVP & Chief People Officer | 61,071 | 0.03% | Sep 3, 2026 |
| Tracey N. Herrmann | EVP, Store Operations | 45,304 | 0.02% | Apr 3, 2026 |
| Emily C. Taylor | Chief Operating Officer | 86,296 | 0.04% | Apr 3, 2026 |
| Roderick J. West | EVP, Global Supply Chain | 67,838 | 0.03% | Apr 3, 2026 |
| Bryan D. Wheeler | EVP & Chief Merchandising Ofc | 29,139 | 0.01% | Apr 3, 2026 |
| Anita C. Elliott | SVP & Chief Accounting Officer | 34,968 | 0.02% | Apr 3, 2026 |
| Carman R. Wenkoff | EVP & Chief Information Ofc | 75,047 | 0.03% | Apr 3, 2026 |
| Rhonda Taylor | EVP & General Counsel | 105,302 | 0.05% | Apr 3, 2026 |
| Donny H. Lau | EVP & Chief Financial Officer | 49,874 | 0.02% | Mar 30, 2026 |
| Kelly M. Dilts | EVP & Chief Financial Officer | 39,891 | 0.02% | Apr 3, 2025 |
| Steven R. Deckard | EVP, Strategy & Development | 33,351 | 0.02% | Apr 3, 2025 |
| Gregory H. Hicks | Director | 1,647 | 0.00% | Jun 1, 2026 |
| Timothy I. McGuire | Director | 17,100 | 0.01% | May 29, 2026 |
| Debra A. Sandler | Director | 8,622 | 0.00% | May 29, 2026 |
| Michael M. Calbert | Director | 127,852 | 0.06% | May 29, 2026 |
| Warren F. Bryant | Director | 44,690 | 0.02% | May 29, 2026 |
| David P. Rowland | Director | 7,848 | 0.00% | May 29, 2026 |
| Kathleen Scarlett | Director | 5,354 | 0.00% | May 29, 2026 |
| Ralph E. Santana | Director | 8,358 | 0.00% | May 29, 2026 |
| Ana Maria Chadwick | Director | 6,910 | 0.00% | May 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kathleen A. Reardon EVP & Chief People Officer | Sep 3, 2026 | Sale | −5,578 | $131.33 | $732.56K | 61,071 |
| Gregory H. Hicks Director | May 28, 2026 | Award | +1,647 | – | – | 1,647 |
| Ana Maria Chadwick Director | May 28, 2026 | Returned to company | −0.33 | $109.90 | $36 | 6,910 |
| Ana Maria Chadwick Director | May 28, 2026 | Award | +1,647 | – | – | 6,911 |
| Warren F. Bryant Director | May 28, 2026 | Returned to company | −1.29 | $109.90 | $142 | 44,265 |
| Michael M. Calbert Director | May 28, 2026 | Award | +1,647 | – | – | 127,852 |
| David P. Rowland Director | May 28, 2026 | Award | +1,647 | – | – | 7,848 |
| Timothy I. McGuire Director | May 28, 2026 | Returned to company | −0.33 | $109.90 | $36 | 17,100 |
| Timothy I. McGuire Director | May 28, 2026 | Award | +1,647 | – | – | 17,100 |
| Kathleen Scarlett Director | May 28, 2026 | Award | +1,647 | – | – | 5,354 |
| Kathleen Scarlett Director | May 28, 2026 | Returned to company | −0.33 | $109.90 | $36 | 5,354 |
| Debra A. Sandler Director | May 28, 2026 | Award | +1,647 | – | – | 8,622 |
| Debra A. Sandler Director | May 28, 2026 | Returned to company | −0.33 | $109.90 | $36 | 8,622 |
| Ralph E. Santana Director | May 28, 2026 | Returned to company | −0.33 | $109.90 | $36 | 8,358 |
| Ralph E. Santana Director | May 28, 2026 | Award | +1,647 | – | – | 8,358 |
| Bryan D. Wheeler EVP & Chief Merchandising Ofc | Apr 1, 2026 | Tax withholding | −902 | $117.17 | $105.69K | 29,139 |
| Roderick J. West EVP, Global Supply Chain | Apr 1, 2026 | Tax withholding | −8,017 | $117.17 | $939.35K | 67,838 |
| Carman R. Wenkoff EVP & Chief Information Ofc | Apr 1, 2026 | Tax withholding | −8,870 | $117.17 | $1.04M | 75,047 |
| Rhonda Taylor EVP & General Counsel | Apr 1, 2026 | Tax withholding | −8,928 | $117.17 | $1.05M | 105,302 |
| Kathleen A. Reardon EVP & Chief People Officer | Apr 1, 2026 | Tax withholding | −7,938 | $117.17 | $930.10K | 66,649 |
| Anita C. Elliott SVP & Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −1,303 | $117.17 | $152.67K | 34,968 |
| Emily C. Taylor Chief Operating Officer | Apr 1, 2026 | Tax withholding | −8,928 | $117.17 | $1.05M | 86,296 |
| Tracey N. Herrmann EVP, Store Operations | Apr 1, 2026 | Tax withholding | −4,519 | $117.17 | $529.49K | 45,303 |
| Bryan D. Wheeler EVP & Chief Merchandising Ofc | Mar 26, 2026 | Award | +5,704 | – | – | 30,041 |
| Rhonda Taylor EVP & General Counsel | Mar 26, 2026 | Award | +6,710 | – | – | 114,230 |
| Carman R. Wenkoff EVP & Chief Information Ofc | Mar 26, 2026 | Award | +6,710 | – | – | 83,917 |
| Donny H. Lau EVP & Chief Financial Officer | Mar 26, 2026 | Award | +10,065 | – | – | 49,874 |
| Anita C. Elliott SVP & Chief Accounting Officer | Mar 26, 2026 | Award | +3,523 | – | – | 36,271 |
| Todd J. Vasos Chief Executive Officer, Director | Mar 26, 2026 | Award | +40,260 | – | – | 177,123 |
| Emily C. Taylor Chief Operating Officer | Mar 26, 2026 | Award | +12,581 | – | – | 95,224 |
| Kathleen A. Reardon EVP & Chief People Officer | Mar 26, 2026 | Award | +6,710 | – | – | 74,587 |
| Roderick J. West EVP, Global Supply Chain | Mar 26, 2026 | Award | +8,388 | – | – | 75,855 |
| Tracey N. Herrmann EVP, Store Operations | Mar 26, 2026 | Award | +6,710 | – | – | 49,822 |
| Roderick J. West EVP, Global Supply Chain | Mar 11, 2026 | Option exercise | +2,691 | $84.67 | $227.85K | 69,325 |
| Roderick J. West EVP, Global Supply Chain | Mar 11, 2026 | Tax withholding | −1,858 | $144.84 | $269.11K | 67,467 |
| Rhonda Taylor EVP & General Counsel | Mar 10, 2026 | Award | +34,028 | – | – | 107,520 |
| Roderick J. West EVP, Global Supply Chain | Mar 10, 2026 | Award | +30,626 | – | – | 66,634 |
| Emily C. Taylor Chief Operating Officer | Mar 10, 2026 | Award | +34,028 | – | – | 82,643 |
| Anita C. Elliott SVP & Chief Accounting Officer | Mar 10, 2026 | Award | +3,404 | – | – | 32,748 |
| Bryan D. Wheeler EVP & Chief Merchandising Ofc | Mar 10, 2026 | Award | +2,042 | – | – | 24,337 |
| Kathleen A. Reardon EVP & Chief People Officer | Mar 10, 2026 | Award | +30,626 | – | – | 67,877 |
| Tracey N. Herrmann EVP, Store Operations | Mar 10, 2026 | Award | +17,014 | – | – | 43,112 |
| Carman R. Wenkoff EVP & Chief Information Ofc | Mar 10, 2026 | Award | +34,028 | – | – | 77,207 |
| David P. Rowland Director | Feb 4, 2026 | Award | +1,439 | – | – | 6,172 |
| Bryan D. Wheeler EVP & Chief Merchandising Ofc | Dec 19, 2025 | Option exercise | +6,583 | $92.98 | $612.09K | 32,071 |
| Bryan D. Wheeler EVP & Chief Merchandising Ofc | Dec 19, 2025 | Sale | −9,776 | $135.32 | $1.32M | 22,295 |
| Bryan D. Wheeler EVP & Chief Merchandising Ofc | Dec 19, 2025 | Option exercise | +3,193 | $90.37 | $288.55K | 25,488 |
| Rhonda Taylor EVP & General Counsel | Dec 16, 2025 | Sale | −7,500 | $134.89 | $1.01M | 73,492 |
| Roderick J. West EVP, Global Supply Chain | Dec 16, 2025 | Sale | −2,282 | $133.35 | $304.30K | 36,108 |
| Roderick J. West EVP, Global Supply Chain | Dec 16, 2025 | Option exercise | +2,382 | $125.81 | $299.68K | 38,390 |
| Anita C. Elliott SVP & Chief Accounting Officer | Dec 12, 2025 | Sale | −2,516 | $132.52 | $333.42K | 29,344 |
| Anita C. Elliott SVP & Chief Accounting Officer | Dec 12, 2025 | Option exercise | +2,516 | $84.67 | $213.03K | 31,860 |
| Carman R. Wenkoff EVP & Chief Information Ofc | Dec 11, 2025 | Sale | −19,166 | $132.01 | $2.53M | 43,179 |
| Tracey N. Herrmann EVP, Store Operations | Dec 11, 2025 | Sale | −4,850 | $131.39 | $637.24K | 26,098 |
| Tracey N. Herrmann EVP, Store Operations | Dec 10, 2025 | Option exercise | +6,000 | $73.02 | $438.12K | 36,948 |
| Tracey N. Herrmann EVP, Store Operations | Dec 10, 2025 | Option exercise | +6,583 | $92.98 | $612.09K | 43,531 |
| Tracey N. Herrmann EVP, Store Operations | Dec 10, 2025 | Sale | −12,583 | $125.07 | $1.57M | 30,948 |
| Donny H. Lau EVP & Chief Financial Officer | Dec 8, 2025 | Award | +12,286 | – | – | 15,237 |
| Donny H. Lau EVP & Chief Financial Officer | Dec 8, 2025 | Award | +24,572 | – | – | 39,809 |
| Bryan D. Wheeler EVP & Chief Merchandising Ofc | Dec 8, 2025 | Award | +820 | – | – | 22,295 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Reardon Kathleen Officer | Sep 3, 2026 | 5,578 | $732.55K | Sep 3, 2026 | Restricted Stock Vesting Under a Registered Plan |
| D. Wheeler Bryan Officer | Dec 19, 2025 | 9,776 | $1.32M | Dec 19, 2025 | Exercise of options under a registered plan |
| Deckard Steven Former Officer | Dec 18, 2025 | 17,850 | $2.45M | Dec 18, 2025 | Restricted stock vesting under a registered plan |
| M. Taylor Rhonda Officer | Dec 16, 2025 | 7,500 | $1.01M | Dec 16, 2025 | Restricted stock vesting under a registered plan |
| West Roderick Officer | Dec 16, 2025 | 2,282 | $304.32K | Dec 16, 2025 | Exercise of options under a registered plan |
| Elliott Anita Officer | Dec 12, 2025 | 2,516 | $333.42K | Dec 12, 2025 | Exercise of options under a registered plan |
| Wenkoff Carman Officer | Dec 11, 2025 | 19,166 | $2.53M | Dec 11, 2025 | Restricted stock vesting under a registered plan |
| Herrmann Tracey Officer | Dec 10, 2025 | 12,583 | $1.57M | Dec 10, 2025 | Exercise of options under a registered plan |
| Reardon Kathleen Officer | Dec 8, 2025 | 4,395 | $558.03K | Dec 8, 2025 | Performance Stock Units |
| Dilts Kelly Former Officer | Oct 10, 2025 | 5,643 | $564.83K | Oct 10, 2025 | Restricted stock vesting under a registered plan |
| Taylor & Michael W. Taylor Emily Officer | Jun 17, 2025 | 1,969 | $222.50K | Jun 17, 2025 | Restricted stock vesting under a registered plan |
| Reardon Kathleen Officer | Jun 12, 2025 | 6,438 | $718.23K | Jun 12, 2025 | Restricted stock vesting under a registered plan |
| Taylor &michael W. Taylor Jt Ten Emily Officer | Apr 4, 2025 | 809 | $76.63K | Apr 4, 2025 | Restricted stock vesting under a registered plan |
| Michael M. Calbert Director | Dec 31, 2024 | 6,000 | $451.14K | Dec 31, 2024 | Open Market Purchase |
| Taylor Emily Officer | Dec 13, 2024 | 4,740 | $367.06K | Dec 13, 2024 | Restricted stock vesting under a registered plan |