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 GS

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $1,167,851,125 1,380,455
2025-12-31 $1,502,803,446 1,709,674
2025-09-30 $1,758,838,518 2,208,625
2025-06-30 $2,340,227,748 3,306,574
2025-03-31 $1,830,912,240 3,351,539
2024-12-31 $2,216,346,324 3,870,536
2024-09-30 $2,663,737,350 5,380,092
2024-06-30 $2,453,171,994 5,423,532
2024-03-31 $2,286,281,767 5,473,633
2023-12-31 $2,114,894,140 5,482,267
2023-09-30 $1,792,984,527 5,541,257
2023-06-30 $1,807,025,511 5,602,485
2023-03-31 $1,877,711,168 5,740,305
2022-12-31 $2,109,414,587 6,143,091
2022-09-30 $2,162,781,969 7,380,249
2022-06-30 $2,289,526,394 7,708,324
2022-03-31 $2,532,299,100 7,671,309
2021-12-31 $2,793,827,683 7,303,170
2021-09-30 $2,741,097,420 7,251,005
2021-06-30 $2,764,743,214 7,284,650
2021-03-31 $2,636,896,608 8,063,904
2020-12-31 $2,356,894,148 8,937,447
2020-09-30 $1,920,958,681 9,558,435
2020-06-30 $2,351,525,832 11,899,230
2020-03-31 $1,961,296,933 12,687,088