MondegarAI
DODGE & COX

Q2 2024 · 13F-HR

DODGE & COXholdings as filed

Filed 2024-08-13 · accession 0000950123-24-008085

$166.62B
Reported value
202
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808513105SCHWThe Charles Schwab Corp.$6.32B3.79%85,787,053CommonSOLE
G51502105JCIJohnson Controls International PLC$5.67B3.40%85,272,989CommonSOLE
949746101WMT2Wells Fargo & Co.$5.48B3.29%92,277,487CommonSOLE
02079K107GOOGAlphabet, Inc.$5.40B3.24%29,421,485CommonSOLE
337738108FISVFiserv, Inc.$5.12B3.07%34,371,378CommonSOLE
674599105OXYOccidental Petroleum Corp.$4.94B2.96%78,361,008CommonSOLE
75513E101RTXRTX Corp.$4.45B2.67%44,284,541CommonSOLE
594918104MSFTMicrosoft Corp.$4.21B2.53%9,414,281CommonSOLE
31428X106FDXFedEx Corp.$4.02B2.41%13,394,616CommonSOLE
59156R108METMetLife, Inc.$3.96B2.37%56,353,281CommonSOLE
80105N105SNYSanofi SA$3.74B2.25%77,109,633CommonSOLE
126650100CVSCVS Health Corp.$3.64B2.19%61,683,343CommonSOLE
16119P108CHTRCharter Communications, Inc.$3.49B2.10%11,681,107CommonSOLE
023135106AMZNAmazon.com, Inc.$3.35B2.01%17,334,351CommonSOLE
064058100BKThe Bank of New York Mellon Corp.$3.28B1.97%54,771,782CommonSOLE
09857L108BKNGBooking Holdings, Inc.$3.13B1.88%789,804CommonSOLE
31620M106FISFidelity National Information Services, Inc.$3.12B1.87%41,435,311CommonSOLE
125523100CIThe Cigna Group$2.93B1.76%8,852,809CommonSOLE
20030N101CMCSAComcast Corp.$2.85B1.71%72,739,344CommonSOLE
14040H105COFCapital One Financial Corp.$2.76B1.66%19,939,018CommonSOLE
459506101IFFInternational Flavors & Fragrances, Inc.$2.69B1.61%28,206,607CommonSOLE
37733W204GSKGSK PLC$2.63B1.58%68,337,138CommonSOLE
38141G104GSThe Goldman Sachs Group, Inc.$2.45B1.47%5,423,532CommonSOLE
75886F107REGNRegeneron Pharmaceuticals, Inc.$2.43B1.46%2,315,686CommonSOLE
060505104BACBank of America Corp.$2.41B1.45%60,616,153CommonSOLE
H84989104TEL1USDTE Connectivity, Ltd.$2.37B1.42%15,766,921CommonSOLE
655844108NSCNorfolk Southern Corp.$2.32B1.39%10,794,867CommonSOLE
369604301GEGE Aerospace$2.28B1.37%14,312,511CommonSOLE
375558103GILDGilead Sciences, Inc.$2.27B1.36%33,122,337CommonSOLE
02079K305GOOGLAlphabet, Inc.$2.22B1.33%12,202,672CommonSOLE
H42097107UBSUBS GROUP AG$2.16B1.29%73,442,242CommonSOLE
89832Q109TFCTruist Financial Corp.$2.01B1.20%51,665,856CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$2.00B1.20%3,921,445CommonSOLE
30303M102METAMeta Platforms, Inc.$1.93B1.16%3,829,095CommonSOLE
03524A108BUDAnheuser-Busch InBev SA/NV$1.83B1.10%31,470,885CommonSOLE
98956P102ZBHZimmer Biomet Holdings, Inc.$1.82B1.09%16,745,630CommonSOLE
872590104TMUST-Mobile U.S., Inc.$1.73B1.04%9,827,889CommonSOLE
05722G100BKRBaker Hughes Co.$1.62B0.97%46,058,888CommonSOLE
444859102HUMHumana, Inc.$1.61B0.97%4,308,536CommonSOLE
969457100WMBThe Williams Co., Inc.$1.60B0.96%37,547,551CommonSOLE
N53745100LYBLyondellBasell Industries NV$1.55B0.93%16,158,867CommonSOLE
405552100HLNHaleon PLC$1.49B0.89%180,170,635CommonSOLE
05352A100AVTRAvantor, Inc.$1.39B0.83%65,364,190CommonSOLE
20825C104COPConocoPhillips$1.31B0.79%11,475,600CommonSOLE
66987V109NVSNovartis AG$1.30B0.78%12,236,526CommonSOLE
36266G107GEHCGE HealthCare Technologies, Inc.$1.30B0.78%16,713,150CommonSOLE
01609W102BABAAlibaba Group Holding, Ltd.$1.30B0.78%18,034,070CommonSOLE
192446102CTSHCognizant Technology Solutions Corp.$1.26B0.75%18,458,724CommonSOLE
48203R104JNPJuniper Networks, Inc.$1.25B0.75%34,212,790CommonSOLE
40434L105HPQHP, Inc.$1.23B0.74%35,098,525CommonSOLE
28414H103ELANElanco Animal Health, Inc.$1.21B0.72%83,583,150CommonSOLE
867224107SUSuncor Energy, Inc.$1.15B0.69%30,255,854CommonSOLE
09061G101BMRNBioMarin Pharmaceutical, Inc.$1.15B0.69%13,930,493CommonSOLE
17275R102CSCOCisco Systems, Inc.$1.14B0.68%23,912,097CommonSOLE
25746U109DDominion Energy, Inc.$1.12B0.67%22,812,448CommonSOLE
025537101AEPAmerican Electric Power Co., Inc.$1.04B0.62%11,831,805CommonSOLE
19247G107COHRCoherent Corp.$1.02B0.61%14,013,619CommonSOLE
35137L105FOXAFox Corp.$982.8M0.59%28,594,326CommonSOLE
857477103STTState Street Corp.$955.7M0.57%12,914,714CommonSOLE
45337C102INCYIncyte Corp.$926.2M0.56%15,279,343CommonSOLE
071813109BAXBaxter International, Inc.$920.6M0.55%27,522,745CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals, Inc.$918.6M0.55%3,780,185CommonSOLE
150870103CECelanese Corp.$918.3M0.55%6,808,019CommonSOLE
14448C104CARRCarrier Global Corp.$906.3M0.54%14,367,024CommonSOLE
G2519Y108BAPCredicorp, Ltd.$883.2M0.53%5,474,280CommonSOLE
60871R209TAPMolson Coors Beverage Co.$740.8M0.44%14,574,964CommonSOLE
0076CA104AEGAegon, Ltd.$724.2M0.43%118,143,251CommonSOLE
438128308HMCHonda Motor Co., Ltd.$713.6M0.43%22,135,475CommonSOLE
364760108GAPThe Gap, Inc.$692.1M0.42%28,971,846CommonSOLE
866674104SUISun Communities, Inc.$671.1M0.40%5,576,740CommonSOLE
110122108BMYBristol-Myers Squibb Co.$654.8M0.39%15,766,898CommonSOLE
67077M108NTRNutrien, Ltd.$621.1M0.37%12,199,059CommonSOLE
G98239109XPXP, Inc.$604.3M0.36%34,352,845CommonSOLE
674599162OXY/WSOccidental Petroleum Corp.$587.4M0.35%14,270,270CommonSOLE
G54950103LINLinde PLC$582.3M0.35%1,326,990CommonSOLE
47215P106JDJD.com, Inc.$580.9M0.35%22,479,249CommonSOLE
918204108VFCVF Corp.$574.5M0.34%42,556,750CommonSOLE
G5960L103MDTMedtronic PLC$534.6M0.32%6,791,555CommonSOLE
056752108BIDUBaidu, Inc.$508.8M0.31%5,883,215CommonSOLE
878742204TECKTeck Resources, Ltd.$505.6M0.30%10,554,840CommonSOLE
87807B107TRPTC Energy Corp.$449.5M0.27%11,860,400CommonSOLE
35137L204FOXFox Corp.$363.9M0.22%11,366,057CommonSOLE
98850P109YUMCYum China Holdings, Inc.$329.4M0.20%10,681,262CommonSOLE
36467J108GLPIGaming & Leisure Properties, Inc.$295.0M0.18%6,524,863CommonSOLE
10922N103BHFBrighthouse Financial, Inc.$289.9M0.17%6,688,783CommonSOLE
65249B109NWSANews Corp.$288.3M0.17%10,457,182CommonSOLE
22266T109CPNGCoupang, Inc.$253.8M0.15%12,114,152CommonSOLE
278768106SATSEchoStar Corp.$241.6M0.14%13,564,286CommonSOLE
40049J206TVGrupo Televisa SAB$177.9M0.11%64,212,690CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$176.3M0.11%1,280,820CommonSOLE
G61188127LBTYKLiberty Global, Ltd.$156.8M0.09%8,786,768CommonSOLE
40415F101HDBHDFC Bank, Ltd.$152.1M0.09%2,364,300CommonSOLE
G3643J108FLUTFlutter Entertainment PLC$113.9M0.07%624,478CommonSOLE
64110W102NTESNetEase, Inc.$103.3M0.06%1,080,952CommonSOLE
025816109AXPAmerican Express Co.$96.4M0.06%416,269CommonSOLE
465562106ITUBItau Unibanco Holding SA$88.9M0.05%15,228,405CommonSOLE
G61188101LBTYALiberty Global, Ltd.$83.1M0.05%4,767,561CommonSOLE
358029106FMSFresenius Medical Care AG$80.6M0.05%4,223,110CommonSOLE
127387108CDNSCadence Design Systems, Inc.$80.4M0.05%261,118CommonSOLE
907818108UNPUnion Pacific Corp.$63.9M0.04%282,582CommonSOLE
46625H100JPMJPMorgan Chase & Co.$62.3M0.04%307,915CommonSOLE
595017104MCHPMicrochip Technology, Inc.$56.9M0.03%621,961CommonSOLE
532457108LLYEli Lilly & Co.$41.6M0.02%45,978CommonSOLE
806857108SLBSchlumberger NV$31.6M0.02%670,479CommonSOLE
36828A101GEVGE Vernova, Inc.$31.4M0.02%182,865CommonSOLE
254687106DISThe Walt Disney Co.$30.4M0.02%305,856CommonSOLE
166764100CVXChevron Corp.$28.9M0.02%184,453CommonSOLE
89417E109TRVThe Travelers Co., Inc.$23.0M0.01%112,870CommonSOLE
58933Y105MRKMerck & Co., Inc.$19.7M0.01%158,876CommonSOLE
87612E106TGTTarget Corp.$17.2M0.01%116,294CommonSOLE
42824C109HPEHewlett Packard Enterprise Co.$15.8M0.01%747,383CommonSOLE
742718109PGThe Procter & Gamble Co.$15.7M0.01%94,903CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd.$15.0M0.01%86,500CommonNONE
883556102TMOThermo Fisher Scientific, Inc.$14.8M0.01%26,791CommonSOLE
149123101CATCaterpillar, Inc.$14.1M0.01%42,276CommonSOLE
931142103WMTWalmart, Inc.$13.7M0.01%201,810CommonSOLE
00724F101ADBEAdobe, Inc.$12.0M0.01%21,602CommonSOLE
046353108AZNNAstraZeneca PLC$11.7M0.01%149,785CommonSOLE
30231G102XOMExxon Mobil Corp.$9.2M0.01%79,812CommonSOLE
437076102HDThe Home Depot, Inc.$8.4M0.01%24,482CommonSOLE
101137107BSXBoston Scientific Corp.$7.5M0.00%97,095CommonSOLE
032654105ADIAnalog Devices, Inc.$7.3M0.00%31,815CommonSOLE
42809H107HESHess Corp.$6.9M0.00%46,550CommonSOLE
871607107SNPSSynopsys, Inc.$6.8M0.00%11,450CommonSOLE
929160109VMCVulcan Materials Co.$6.1M0.00%24,700CommonSOLE
11135F101AVGOBroadcom, Inc.$6.1M0.00%3,808CommonSOLE
459200101IBMInternational Business Machines Corp.$5.9M0.00%34,270CommonSOLE
24703L202DELLDell Technologies, Inc.$5.3M0.00%38,400CommonSOLE
084670702BRK/BBerkshire Hathaway, Inc.$5.2M0.00%12,703CommonSOLE
037833100AAPLApple, Inc.$5.1M0.00%24,318CommonSOLE
244199105DEDeere & Co.$4.9M0.00%13,036CommonSOLE
031162100AMGNAmgen, Inc.$4.5M0.00%14,382CommonSOLE
780259305SHELShell PLC$4.2M0.00%57,713CommonSOLE
235851102DHRDanaher Corp.$4.1M0.00%16,525CommonSOLE
151290889CXCemex SAB de CV$4.1M0.00%644,700CommonSOLE
620076307MSIMotorola Solutions, Inc.$3.3M0.00%8,627CommonSOLE
717081103PFEPfizer, Inc.$3.2M0.00%115,935CommonSOLE
478160104JNJJohnson & Johnson$3.1M0.00%21,097CommonSOLE
406216101HALHalliburton Co.$2.9M0.00%87,202CommonSOLE
084670108BRK/ABerkshire Hathaway, Inc.$2.4M0.00%4CommonSOLE
78409V104SPGIS&P Global, Inc.$2.4M0.00%5,400CommonSOLE
693475105PNCThe PNC Financial Services Group, Inc.$2.2M0.00%14,275CommonSOLE
03743Q108APAAPA Corp.$2.1M0.00%72,850CommonSOLE
68902V107OTISOtis Worldwide Corp.$2.1M0.00%21,810CommonSOLE
G6331P104AOSLAlpha & Omega Semiconductor, Ltd.$1.9M0.00%50,694CommonSOLE
00287Y109ABBVAbbVie, Inc.$1.9M0.00%11,006CommonSOLE
219350105GLWCorning, Inc.$1.9M0.00%48,150CommonSOLE
002824100ABTAbbott Laboratories$1.9M0.00%17,857CommonSOLE
718172109PMPhilip Morris International, Inc.$1.7M0.00%17,000CommonSOLE
438516106HONHoneywell International, Inc.$1.7M0.00%8,019CommonSOLE
25243Q205DEODiageo PLC$1.7M0.00%13,511CommonSOLE
65339F101NEENextEra Energy, Inc.$1.7M0.00%23,600CommonSOLE
580135101MCDMcDonald's Corp.$1.7M0.00%6,550CommonSOLE
191216100KOThe Coca-Cola Co.$1.6M0.00%24,635CommonSOLE
701094104PHParker-Hannifin Corp.$1.4M0.00%2,850CommonSOLE
89677Q107TCOMTrip.com Group, Ltd.$1.4M0.00%30,400CommonSOLE
26614N102DDDuPont de Nemours, Inc.$1.4M0.00%17,583CommonSOLE
22052L104CTVACorteva, Inc.$1.4M0.00%25,648CommonSOLE
194162103CLColgate-Palmolive Co.$1.4M0.00%14,000CommonSOLE
92763W103VIPSVipshop Holdings, Ltd.$1.3M0.00%101,997CommonSOLE
904767704Unilever PLC$1.3M0.00%23,900CommonSOLE
517834107LVSLas Vegas Sands Corp.$1.3M0.00%28,400CommonSOLE
46591M109JOYYJOYY, Inc.$1.1M0.00%34,966CommonSOLE
902973304USBU.S. Bancorp$992,5000.00%25,000CommonSOLE
670346105NUENucor Corp.$980,0960.00%6,200CommonSOLE
02209S103MOAltria Group, Inc.$956,5500.00%21,000CommonSOLE
88579Y101MMM3M Co.$942,6010.00%9,224CommonSOLE
260557103DOWDow, Inc.$919,4100.00%17,331CommonSOLE
P31076105CPACopa Holdings SA$889,9330.00%9,350CommonSOLE
278642103EBAYeBay, Inc.$843,9410.00%15,710CommonSOLE
G38327105GPRKGeopark, Ltd.$841,1130.00%76,814CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$818,2230.00%14,100CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$780,4760.00%1,827CommonSOLE
609207105MDLZMondelez International, Inc.$774,8100.00%11,840CommonSOLE
009158106APDAir Products & Chemicals, Inc.$748,3450.00%2,900CommonSOLE
48581R205KSPIKaspi.KZ JSC$712,9090.00%5,526CommonSOLE
370334104GISGeneral Mills, Inc.$708,5120.00%11,200CommonSOLE
615369105MCOMoody's Corp.$659,1760.00%1,566CommonSOLE
372460105GPCGenuine Parts Co.$646,6460.00%4,675CommonSOLE
P5626F128IFSIntercorp Financial Services, Inc.$605,2940.00%27,010CommonSOLE
036752103ELVElevance Health, Inc.$596,0460.00%1,100CommonSOLE
09247X101BLKCHFBlackRock, Inc.$590,4900.00%750CommonSOLE
482497104BEKEKE Holdings, Inc.$543,9260.00%38,440CommonSOLE
G01125106AFYAAfya, Ltd.$515,0800.00%29,183CommonSOLE
713448108PEPPepsiCo, Inc.$507,1600.00%3,075CommonSOLE
05968L102CIBEURBancolombia SA$424,4500.00%13,000CommonSOLE
020002101ALLThe Allstate Corp.$417,9900.00%2,618CommonSOLE
718546104PSXPhillips 66$367,0420.00%2,600CommonSOLE
G29018101DLODlocal, Ltd.$363,2410.00%44,900CommonSOLE
539830109LMTLockheed Martin Corp.$362,0030.00%775CommonSOLE
172908105CTASCintas Corp.$350,1300.00%500CommonSOLE
98978V103ZTSZoetis, Inc.$294,7120.00%1,700CommonSOLE
693506107PPGPPG Industries, Inc.$276,9580.00%2,200CommonSOLE
767204100RIORio Tinto PLC$263,7200.00%4,000CommonSOLE
92826C839VVisa, Inc.$262,4700.00%1,000CommonSOLE
65487X102NOAHNoah Holdings, Ltd.$259,0060.00%26,840CommonSOLE
71654V408PBRPetroleo Brasileiro SA$239,0850.00%16,500CommonSOLE
075887109BDXBecton, Dickinson & Co.$229,0360.00%980CommonSOLE
92343V104VZVerizon Communications, Inc.$226,8200.00%5,500CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$222,4250.00%500CommonSOLE
54150E104LOMALoma Negra Cia Industrial Argentina SA$208,2080.00%30,800CommonSOLE
74915M100QVCAUSDQurate Retail, Inc.$13,8600.00%22,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.