Dodge & Cox

CIK
0000200217
City
San Francisco
State / Country
CA

Top Portfolio Positions

196 positions · $158,361,055,174 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SCHW
Schwab Charles Corp
Financial Services
76,513,926 $7,644,506,346 4.83%
RTX
RTX Corp
Industrials
37,571,811 $6,890,670,137 4.35%
CVS
CVS HEALTH Corp
Healthcare
62,509,988 $4,960,792,647 3.13%
FDX
Fedex Corp
Industrials
15,582,168 $4,501,065,048 2.84%
MET
Metlife Inc
Financial Services
52,252,050 $4,124,776,827 2.60%
BKNG
Booking Holdings Inc.
Consumer Cyclical
732,081 $3,920,535,414 2.48%
MSFT
Microsoft Corp
Technology
7,441,750 $3,598,979,135 2.27%
REGN
Regeneron Pharmaceuticals, Inc.
Healthcare
4,596,358 $3,547,790,849 2.24%
AMZN
Amazon Com Inc
Consumer Cyclical
15,230,394 $3,515,479,543 2.22%
GOOGL
Alphabet Inc.
Communication Services
10,833,118 $3,390,765,934 2.14%

Portfolio Trend

24 quarters · across all stocks

Holdings in FMS

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2025-12-31 $91,156,996 3,826,910
2025-09-30 $100,762,540 3,826,910
2025-06-30 $109,334,818 3,826,910
2025-03-31 $103,920,399 4,173,510
2024-12-31 $94,488,266 4,173,510
2024-09-30 $88,895,763 4,173,510
2024-06-30 $80,619,169 4,223,110
2024-03-31 $81,421,560 4,223,110
2023-12-31 $87,967,381 4,223,110
2023-09-30 $90,965,789 4,223,110
2023-06-30 $101,059,022 4,223,110
2023-03-31 $89,783,318 4,223,110
2022-12-31 $57,258,628 3,504,200
2022-09-30 $17,906,616 1,275,400
2022-06-30 $31,808,476 1,275,400
2022-03-31 $42,955,472 1,275,400