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 NVS

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $1,064,267,753 6,967,383
2025-12-31 $1,242,848,554 9,014,641
2025-09-30 $1,357,438,994 10,585,145
2025-06-30 $1,288,469,585 10,647,629
2025-03-31 $1,317,482,010 11,818,102
2024-12-31 $1,188,609,051 12,214,665
2024-09-30 $1,405,760,177 12,221,876
2024-06-30 $1,302,700,557 12,236,526
2024-03-31 $1,195,000,969 12,353,985
2023-12-31 $1,329,324,371 13,165,538
2023-09-30 $1,656,673,551 16,264,221
2023-06-30 $1,655,641,772 16,407,113
2023-03-31 $1,868,766,560 20,312,680
2022-12-31 $1,882,564,467 20,751,372
2022-09-30 $1,599,908,418 21,048,657
2022-06-30 $1,906,385,563 22,552,769
2022-03-31 $2,443,329,339 27,844,209
2021-12-31 $2,470,987,263 28,249,540
2021-09-30 $2,393,365,302 29,265,900
2021-06-30 $2,231,115,898 24,453,265
2021-03-31 $1,852,371,858 21,670,237
2020-12-31 $2,041,180,088 21,615,801
2020-09-30 $1,894,960,578 21,791,175
2020-06-30 $1,690,359,756 19,353,787
2020-03-31 $1,891,521,728 22,941,440