Dodge & Cox

CIK
200217
City
San Francisco
State / Country
CA

Top Portfolio Positions

217 positions · $178,023,302,762 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
JCI
Johnson Controls International plc
Industrials
57,506,214 $7,530,438,723 4.23%
SCHW
Schwab Charles Corp
Financial Services
75,002,881 $7,048,770,756 3.96%
RTX
RTX Corp
Industrials
35,473,379 $6,842,814,809 3.84%
OXY
Occidental Petroleum Corp /De/
Energy
74,085,572 $4,815,562,180 2.71%
MSFT
Microsoft Corp
Technology
11,959,935 $4,427,209,138 2.49%
BKNG
Booking Holdings Inc.
Consumer Cyclical
997,498 $4,199,785,579 2.36%
CVS
CVS HEALTH Corp
Healthcare
51,780,116 $3,718,847,931 2.09%
MET
Metlife Inc
Financial Services
51,114,776 $3,614,836,958 2.03%
FDX
Fedex Corp
Industrials
9,983,449 $3,555,904,864 2.00%
SUNB
Sunbelt Rentals Holdings, Inc.
Industrials
53,101,847 $3,456,399,221 1.94%

Portfolio Trend

25 quarters · across all stocks

Holdings in CX

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $975,106,360 85,236,570
2025-12-31 $974,290,758 84,794,670
2025-09-30 $869,641,986 96,734,370
2025-06-30 $658,515,176 95,023,835
2025-03-31 $394,499,688 70,320,800
2024-12-31 $279,868,130 49,622,009
2024-09-30 $4,146,170 679,700
2024-06-30 $4,119,633 644,700
2024-03-31 $5,524,932 613,200
2023-12-31 $4,729,050 610,200
2023-09-30 $3,227,250 496,500
2023-06-30 $3,464,244 489,300
2023-03-31 $3,261,041 589,700
2022-12-31 $2,348,190 579,800
2022-09-30 $1,918,399 559,300
2022-06-30 $2,192,456 559,300
2022-03-31 $2,591,571 489,900
2021-12-31 $3,211,008 473,600
2021-09-30 $2,937,549 409,700
2021-06-30 $2,624,160 312,400
2021-03-31 $466,293 66,900
2020-12-31 $168,504,217 32,592,692
2020-09-30 $338,897,642 89,183,590
2020-06-30 $304,357,795 105,679,790
2020-03-31 $224,715,526 105,997,890