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 FIS

Export CSV

Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2026-03-31 $2,302,021,794 49,073,157
2025-12-31 $3,264,069,718 49,113,297
2025-09-30 $2,842,357,349 43,105,207
2025-06-30 $2,871,696,800 35,274,497
2025-03-31 $2,599,483,694 34,808,298
2024-12-31 $2,772,634,355 34,327,527
2024-09-30 $3,439,888,540 41,073,296
2024-06-30 $3,122,565,036 41,435,311
2024-03-31 $3,078,651,741 41,502,450
2023-12-31 $2,259,846,014 37,620,210
2023-09-30 $2,026,305,976 36,661,950
2023-06-30 $1,519,154,382 27,772,475
2023-03-31 $1,493,729,461 27,493,640
2022-12-31 $1,779,068,727 26,220,615
2022-09-30 $743,896,343 9,843,805
2022-06-30 $572,489,600 6,245,114
2020-06-30 $298,350 2,225