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 FDX

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $3,555,904,864 9,983,449
2025-12-31 $4,501,065,048 15,582,168
2025-09-30 $3,826,054,979 16,225,160
2025-06-30 $3,292,015,711 14,482,494
2025-03-31 $3,372,225,317 13,833,068
2024-12-31 $3,907,567,919 13,889,624
2024-09-30 $3,600,357,830 13,155,356
2024-06-30 $4,016,241,661 13,394,616
2024-03-31 $3,917,411,706 13,520,438
2023-12-31 $3,433,486,677 13,572,703
2023-09-30 $3,833,692,819 14,471,134
2023-06-30 $3,682,364,608 14,854,234
2023-03-31 $3,858,142,532 16,885,389
2022-12-31 $3,001,884,214 17,331,895
2022-09-30 $2,559,874,456 17,241,695
2022-06-30 $3,950,795,141 17,426,647
2022-03-31 $4,009,670,538 17,328,625
2021-12-31 $4,312,801,308 16,674,920
2021-09-30 $2,991,965,129 13,643,874
2021-06-30 $3,843,071,845 12,881,949
2021-03-31 $3,842,960,081 13,529,644
2020-12-31 $3,563,060,447 13,724,137
2020-09-30 $4,417,879,380 17,564,724
2020-06-30 $3,809,822,410 27,170,321
2020-03-31 $3,264,805,695 26,924,012