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 SCHW

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $7,644,506,346 76,513,926
2025-09-30 $7,928,139,363 83,043,253
2025-06-30 $7,696,813,427 84,357,885
2025-03-31 $6,947,401,273 88,750,655
2024-12-31 $6,614,238,767 89,369,528
2024-09-30 $5,806,187,780 89,587,838
2024-06-30 $6,321,647,935 85,787,053
2024-03-31 $6,242,731,779 86,297,094
2023-12-31 $5,945,832,636 86,421,986
2023-09-30 $4,295,349,593 78,239,519
2023-06-30 $4,443,682,469 78,399,479
2023-03-31 $4,109,865,226 78,462,490
2022-12-31 $6,446,716,059 77,428,730
2022-09-30 $5,786,335,703 80,511,141
2022-06-30 $4,993,902,812 79,042,463
2022-03-31 $6,090,485,350 72,239,181
2021-12-31 $6,188,632,639 73,586,595
2021-09-30 $5,414,009,782 74,327,427
2021-06-30 $5,469,739,632 75,123,467
2021-03-31 $5,031,508,961 77,194,062
2020-12-31 $4,509,836,217 85,027,078
2020-09-30 $3,465,851,251 95,662,469
2020-06-30 $3,231,037,276 95,762,812
2020-03-31 $3,400,800,942 101,154,103