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 TRP

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2025-12-31 $511,279,443 9,294,300
2025-09-30 $524,827,978 9,645,800
2025-06-30 $470,618,582 9,645,800
2025-03-31 $495,072,386 10,486,600
2024-12-31 $509,652,396 10,953,200
2024-09-30 $520,824,660 10,953,200
2024-06-30 $449,509,160 11,860,400
2024-03-31 $476,788,080 11,860,400
2023-12-31 $463,623,036 11,860,400
2023-09-30 $417,131,784 12,122,400
2023-06-30 $489,866,184 12,122,400
2023-03-31 $401,551,200 10,320,000
2022-12-31 $410,398,560 10,296,000
2022-09-30 $414,825,840 10,296,000
2022-06-30 $533,772,525 10,302,500
2022-03-31 $581,267,050 10,302,500
2021-12-31 $477,453,860 10,259,000
2021-09-30 $474,119,310 9,859,000
2021-06-30 $488,217,680 9,859,000
2021-03-31 $451,049,250 9,859,000
2020-12-31 $362,117,788 8,892,873
2020-09-30 $13,373,831 318,273