MondegarAI
DODGE & COX

Q3 2024 · 13F-HR

DODGE & COXholdings as filed

Filed 2024-11-13 · accession 0000950123-24-011156

$176.83B
Reported value
205
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G51502105JCIJohnson Controls International PLC$6.63B3.75%85,367,376CommonSOLE
337738108FISVFiserv, Inc.$5.88B3.32%32,723,767CommonSOLE
808513105SCHWThe Charles Schwab Corp.$5.81B3.28%89,587,838CommonSOLE
75513E101RTXRTX Corp.$5.38B3.04%44,398,916CommonSOLE
949746101WMT2Wells Fargo & Co.$4.91B2.78%86,949,610CommonSOLE
59156R108METMetLife, Inc.$4.51B2.55%54,656,581CommonSOLE
80105N105SNYSanofi SA$4.40B2.49%76,297,183CommonSOLE
02079K107GOOGAlphabet, Inc.$4.16B2.35%24,893,268CommonSOLE
674599105OXYOccidental Petroleum Corp.$4.02B2.27%78,011,048CommonSOLE
126650100CVSCVS Health Corp.$3.96B2.24%63,030,690CommonSOLE
594918104MSFTMicrosoft Corp.$3.92B2.21%9,100,792CommonSOLE
16119P108CHTRCharter Communications, Inc.$3.77B2.13%11,637,303CommonSOLE
31428X106FDXFedEx Corp.$3.60B2.04%13,155,356CommonSOLE
064058100BKThe Bank of New York Mellon Corp.$3.49B1.97%48,524,949CommonSOLE
31620M106FISFidelity National Information Services, Inc.$3.44B1.95%41,073,296CommonSOLE
09857L108BKNGBooking Holdings, Inc.$3.32B1.88%789,158CommonSOLE
023135106AMZNAmazon.com, Inc.$3.22B1.82%17,280,920CommonSOLE
20030N101CMCSAComcast Corp.$3.09B1.75%74,062,844CommonSOLE
125523100CIThe Cigna Group$3.05B1.72%8,789,414CommonSOLE
459506101IFFInternational Flavors & Fragrances, Inc.$2.95B1.67%28,082,382CommonSOLE
14040H105COFCapital One Financial Corp.$2.79B1.58%18,662,292CommonSOLE
37733W204GSKGSK PLC$2.78B1.57%68,087,163CommonSOLE
375558103GILDGilead Sciences, Inc.$2.77B1.57%33,045,737CommonSOLE
655844108NSCNorfolk Southern Corp.$2.70B1.53%10,862,839CommonSOLE
369604301GEGE Aerospace$2.67B1.51%14,177,036CommonSOLE
38141G104GSThe Goldman Sachs Group, Inc.$2.66B1.51%5,380,092CommonSOLE
75886F107REGNRegeneron Pharmaceuticals, Inc.$2.43B1.37%2,311,935CommonSOLE
G87052109TELTE Connectivity PLC$2.41B1.37%15,990,186CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$2.28B1.29%3,902,210CommonSOLE
H42097107UBSUBS Group AG$2.26B1.28%73,371,442CommonSOLE
30303M102METAMeta Platforms, Inc.$2.18B1.23%3,812,714CommonSOLE
060505104BACBank of America Corp.$2.11B1.19%53,207,803CommonSOLE
03524A108BUDAnheuser-Busch InBev SA/NV$2.08B1.17%31,325,890CommonSOLE
02079K305GOOGLAlphabet, Inc.$1.99B1.12%11,988,817CommonSOLE
872590104TMUST-Mobile U.S., Inc.$1.98B1.12%9,571,049CommonSOLE
009158106APDAir Products & Chemicals, Inc.$1.96B1.11%6,598,194CommonSOLE
01609W102BABAAlibaba Group Holding, Ltd.$1.92B1.09%18,086,570CommonSOLE
405552100HLNHaleon PLC$1.90B1.07%179,172,383CommonSOLE
98956P102ZBHZimmer Biomet Holdings, Inc.$1.84B1.04%17,073,791CommonSOLE
05352A100AVTRAvantor, Inc.$1.77B1.00%68,418,097CommonSOLE
969457100WMBThe Williams Co., Inc.$1.70B0.96%37,271,626CommonSOLE
071813109BAXBaxter International, Inc.$1.69B0.96%44,598,194CommonSOLE
05722G100BKRBaker Hughes Co.$1.66B0.94%45,830,238CommonSOLE
36266G107GEHCGE HealthCare Technologies, Inc.$1.56B0.88%16,663,641CommonSOLE
444859102HUMHumana, Inc.$1.56B0.88%4,933,995CommonSOLE
N53745100LYBLyondellBasell Industries NV$1.55B0.87%16,114,467CommonSOLE
192446102CTSHCognizant Technology Solutions Corp.$1.42B0.80%18,349,574CommonSOLE
66987V109NVSNovartis AG$1.41B0.79%12,221,876CommonSOLE
25746U109DDominion Energy, Inc.$1.31B0.74%22,687,873CommonSOLE
17275R102CSCOCisco Systems, Inc.$1.27B0.72%23,821,547CommonSOLE
28414H103ELANElanco Animal Health, Inc.$1.22B0.69%83,315,550CommonSOLE
40434L105HPQHP, Inc.$1.21B0.69%33,822,175CommonSOLE
35137L105FOXAFox Corp.$1.20B0.68%28,455,247CommonSOLE
20825C104COPConocoPhillips$1.20B0.68%11,431,431CommonSOLE
025537101AEPAmerican Electric Power Co., Inc.$1.19B0.67%11,580,505CommonSOLE
14448C104CARRCarrier Global Corp.$1.15B0.65%14,346,499CommonSOLE
89832Q109TFCTruist Financial Corp.$1.10B0.62%25,750,060CommonSOLE
867224107SUSuncor Energy, Inc.$1.09B0.61%29,410,254CommonSOLE
45337C102INCYIncyte Corp.$1.01B0.57%15,276,093CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals, Inc.$996.3M0.56%3,622,535CommonSOLE
G2519Y108BAPCredicorp, Ltd.$979.2M0.55%5,410,880CommonSOLE
09061G101BMRNBioMarin Pharmaceutical, Inc.$976.9M0.55%13,898,318CommonSOLE
19247G107COHRCoherent Corp.$945.9M0.53%10,639,374CommonSOLE
150870103CECelanese Corp.$924.4M0.52%6,799,069CommonSOLE
47215P106JDJD.com, Inc.$899.3M0.51%22,482,449CommonSOLE
918204108VFCVF Corp.$848.1M0.48%42,512,850CommonSOLE
60871R209TAPMolson Coors Beverage Co.$840.9M0.48%14,619,464CommonSOLE
857477103STTState Street Corp.$836.6M0.47%9,455,812CommonSOLE
110122108BMYBristol-Myers Squibb Co.$808.6M0.46%15,627,743CommonSOLE
866674104SUISun Communities, Inc.$805.7M0.46%5,961,165CommonSOLE
0076CA104AEGAegon, Ltd.$752.6M0.43%117,784,082CommonSOLE
438128308HMCHonda Motor Co., Ltd.$700.5M0.40%22,076,375CommonSOLE
364760108GAPThe Gap, Inc.$636.7M0.36%28,873,346CommonSOLE
G54950103LINLinde PLC$632.8M0.36%1,326,990CommonSOLE
G98239109XPXP, Inc.$625.4M0.35%34,861,745CommonSOLE
056752108BIDUBaidu, Inc.$620.6M0.35%5,894,215CommonSOLE
G5960L103MDTMedtronic PLC$608.9M0.34%6,763,490CommonSOLE
67077M108NTRNutrien, Ltd.$599.9M0.34%12,482,459CommonSOLE
48203R104JNPJuniper Networks, Inc.$526.6M0.30%13,509,238CommonSOLE
87807B107TRPTC Energy Corp.$520.7M0.29%10,953,200CommonSOLE
22266T109CPNGCoupang, Inc.$493.6M0.28%20,105,420CommonSOLE
878742204TECKTeck Resources, Ltd.$485.0M0.27%9,284,842CommonSOLE
98850P109YUMCYum China Holdings, Inc.$481.0M0.27%10,684,762CommonSOLE
35137L204FOXFox Corp.$439.6M0.25%11,331,015CommonSOLE
674599162OXY/WSOccidental Petroleum Corp.$423.6M0.24%14,254,370CommonSOLE
36467J108GLPIGaming & Leisure Properties, Inc.$396.2M0.22%7,701,335CommonSOLE
78410G104SBACSBA Communications Corp.$390.8M0.22%1,623,515CommonSOLE
278768106SATSEchoStar Corp.$334.3M0.19%13,467,353CommonSOLE
10922N103BHFBrighthouse Financial, Inc.$300.3M0.17%6,669,575CommonSOLE
65249B109NWSANews Corp.$277.4M0.16%10,417,407CommonSOLE
64110W102NTESNetEase, Inc.$246.3M0.14%2,633,976CommonSOLE
40415F101HDBHDFC Bank, Ltd.$182.4M0.10%2,915,300CommonSOLE
40049J206TVGrupo Televisa SAB$164.4M0.09%64,212,690CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$148.4M0.08%1,287,820CommonSOLE
G3643J108FLUTFlutter Entertainment PLC$148.2M0.08%624,478CommonSOLE
G61188127LBTYKLiberty Global, Ltd.$144.4M0.08%6,682,068CommonSOLE
025816109AXPAmerican Express Co.$111.4M0.06%410,665CommonSOLE
465562106ITUBItau Unibanco Holding SA$103.5M0.06%15,562,605CommonSOLE
G61188101LBTYALiberty Global, Ltd.$100.6M0.06%4,767,561CommonSOLE
358029106FMSFresenius Medical Care AG$88.9M0.05%4,173,510CommonSOLE
127387108CDNSCadence Design Systems, Inc.$69.9M0.04%257,777CommonSOLE
907818108UNPUnion Pacific Corp.$69.6M0.04%282,232CommonSOLE
46625H100JPMJPMorgan Chase & Co.$64.0M0.04%303,575CommonSOLE
595017104MCHPMicrochip Technology, Inc.$49.6M0.03%617,926CommonSOLE
36828A101GEVGE Vernova, Inc.$46.5M0.03%182,340CommonSOLE
532457108LLYEli Lilly & Co.$39.9M0.02%45,090CommonSOLE
254687106DISThe Walt Disney Co.$29.3M0.02%304,181CommonSOLE
166764100CVXChevron Corp.$27.1M0.02%183,878CommonSOLE
806857108SLBSchlumberger NV$27.1M0.02%645,516CommonSOLE
89417E109TRVThe Travelers Co., Inc.$26.4M0.01%112,570CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd.$18.7M0.01%107,500CommonNONE
58933Y105MRKMerck & Co., Inc.$18.0M0.01%158,251CommonSOLE
87612E106TGTTarget Corp.$17.9M0.01%114,774CommonSOLE
883556102TMOThermo Fisher Scientific, Inc.$16.6M0.01%26,766CommonSOLE
149123101CATCaterpillar, Inc.$16.5M0.01%42,276CommonSOLE
742718109PGThe Procter & Gamble Co.$16.4M0.01%94,728CommonSOLE
931142103WMTWalmart, Inc.$15.9M0.01%197,110CommonSOLE
046353108AZNNAstraZeneca PLC$11.6M0.01%149,035CommonSOLE
00724F101ADBEAdobe, Inc.$11.0M0.01%21,217CommonSOLE
437076102HDThe Home Depot, Inc.$9.9M0.01%24,432CommonSOLE
30231G102XOMExxon Mobil Corp.$9.3M0.01%79,686CommonSOLE
101137107BSXBoston Scientific Corp.$8.0M0.00%95,295CommonSOLE
459200101IBMInternational Business Machines Corp.$7.6M0.00%34,270CommonSOLE
032654105ADIAnalog Devices, Inc.$7.3M0.00%31,815CommonSOLE
42809H107HESHess Corp.$6.3M0.00%46,550CommonSOLE
929160109VMCVulcan Materials Co.$6.2M0.00%24,700CommonSOLE
11135F101AVGOBroadcom, Inc.$6.1M0.00%35,340CommonSOLE
084670702BRK/BBerkshire Hathaway, Inc.$5.8M0.00%12,703CommonSOLE
871607107SNPSSynopsys, Inc.$5.7M0.00%11,350CommonSOLE
037833100AAPLApple, Inc.$5.6M0.00%23,868CommonSOLE
244199105DEDeere & Co.$5.4M0.00%13,036CommonSOLE
031162100AMGNAmgen, Inc.$4.6M0.00%14,282CommonSOLE
235851102DHRDanaher Corp.$4.6M0.00%16,525CommonSOLE
151290889CXCemex SAB de CV$4.1M0.00%679,700CommonSOLE
42824C109HPEHewlett Packard Enterprise Co.$3.9M0.00%191,783CommonSOLE
620076307MSIMotorola Solutions, Inc.$3.9M0.00%8,627CommonSOLE
24703L202DELLDell Technologies, Inc.$3.9M0.00%32,560CommonSOLE
780259305SHELShell PLC$3.8M0.00%57,613CommonSOLE
50212V100LPLALPL Financial Holdings, Inc.$3.6M0.00%15,556CommonSOLE
478160104JNJJohnson & Johnson$3.4M0.00%21,097CommonSOLE
717081103PFEPfizer, Inc.$3.3M0.00%112,785CommonSOLE
78409V104SPGIS&P Global, Inc.$2.8M0.00%5,400CommonSOLE
084670108BRK/ABerkshire Hathaway, Inc.$2.8M0.00%4CommonSOLE
693475105PNCThe PNC Financial Services Group, Inc.$2.6M0.00%14,275CommonSOLE
406216101HALHalliburton Co.$2.4M0.00%81,160CommonSOLE
68902V107OTISOtis Worldwide Corp.$2.3M0.00%21,810CommonSOLE
00287Y109ABBVAbbVie, Inc.$2.2M0.00%11,006CommonSOLE
718172109PMPhilip Morris International, Inc.$2.1M0.00%17,000CommonSOLE
002824100ABTAbbott Laboratories$2.0M0.00%17,857CommonSOLE
65339F101NEENextEra Energy, Inc.$2.0M0.00%23,600CommonSOLE
580135101MCDMcDonald's Corp.$2.0M0.00%6,550CommonSOLE
219350105GLWCorning, Inc.$1.9M0.00%42,450CommonSOLE
25243Q205DEODiageo PLC$1.9M0.00%13,511CommonSOLE
701094104PHParker-Hannifin Corp.$1.8M0.00%2,850CommonSOLE
191216100KOThe Coca-Cola Co.$1.8M0.00%24,635CommonSOLE
438516106HONHoneywell International, Inc.$1.7M0.00%8,019CommonSOLE
92763W103VIPSVipshop Holdings, Ltd.$1.6M0.00%101,997CommonSOLE
26614N102DDDuPont de Nemours, Inc.$1.6M0.00%17,583CommonSOLE
904767704Unilever PLC$1.6M0.00%23,900CommonSOLE
194162103CLColgate-Palmolive Co.$1.5M0.00%14,000CommonSOLE
517834107LVSLas Vegas Sands Corp.$1.4M0.00%28,400CommonSOLE
22052L104CTVACorteva, Inc.$1.4M0.00%23,648CommonSOLE
46591M109JOYYJOYY, Inc.$1.3M0.00%34,966CommonSOLE
88579Y101MMM3M Co.$1.3M0.00%9,224CommonSOLE
03743Q108APAAPA Corp.$1.1M0.00%46,700CommonSOLE
89677Q107TCOMTrip.com Group, Ltd.$1.1M0.00%18,100CommonSOLE
02209S103MOAltria Group, Inc.$1.1M0.00%21,000CommonSOLE
278642103EBAYeBay, Inc.$990,3230.00%15,210CommonSOLE
670346105NUENucor Corp.$932,1080.00%6,200CommonSOLE
260557103DOWDow, Inc.$897,1340.00%16,422CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$889,5420.00%11,400CommonSOLE
00108J109ACMRACM Research, Inc.$872,9000.00%43,000CommonSOLE
609207105MDLZMondelez International, Inc.$872,2530.00%11,840CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$858,3430.00%1,827CommonSOLE
370334104GISGeneral Mills, Inc.$827,1200.00%11,200CommonSOLE
615369105MCOMoody's Corp.$743,2080.00%1,566CommonSOLE
09247X101BLKCHFBlackRock, Inc.$712,1330.00%750CommonSOLE
P31076105CPACopa Holdings SA$689,7240.00%7,350CommonSOLE
P5626F128IFSIntercorp Financial Services, Inc.$675,9570.00%25,869CommonSOLE
372460105GPCGenuine Parts Co.$653,0040.00%4,675CommonSOLE
G38327105GPRKGeopark, Ltd.$604,5260.00%76,814CommonSOLE
48581R205KSPIKaspi.KZ JSC$585,7010.00%5,526CommonSOLE
036752103ELVElevance Health, Inc.$572,0000.00%1,100CommonSOLE
713448108PEPPepsiCo, Inc.$522,9040.00%3,075CommonSOLE
G01125106AFYAAfya, Ltd.$498,1540.00%29,183CommonSOLE
020002101ALLThe Allstate Corp.$496,5040.00%2,618CommonSOLE
902973304USBU.S. Bancorp$493,8840.00%10,800CommonSOLE
539830109LMTLockheed Martin Corp.$453,0340.00%775CommonSOLE
172908105CTASCintas Corp.$411,7600.00%2,000CommonSOLE
482497104BEKEKE Holdings, Inc.$367,1400.00%18,440CommonSOLE
G29018101DLODlocal, Ltd.$359,2000.00%44,900CommonSOLE
05968L102CIBEURBancolombia SA$345,1800.00%11,000CommonSOLE
718546104PSXPhillips 66$341,7700.00%2,600CommonSOLE
98978V103ZTSZoetis, Inc.$332,1460.00%1,700CommonSOLE
65487X102NOAHNoah Holdings, Ltd.$330,9370.00%26,840CommonSOLE
693506107PPGPPG Industries, Inc.$291,4120.00%2,200CommonSOLE
767204100RIORio Tinto PLC$284,6800.00%4,000CommonSOLE
54150E104LOMALoma Negra Cia Industrial Argentina SA$248,2480.00%30,800CommonSOLE
92826C839VVisa, Inc.$247,4550.00%900CommonSOLE
92343V104VZVerizon Communications, Inc.$247,0050.00%5,500CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$245,6350.00%500CommonSOLE
71654V408PBRPetroleo Brasileiro SA$237,7650.00%16,500CommonSOLE
075887109BDXBecton, Dickinson & Co.$236,2780.00%980CommonSOLE
H1467J104CBChubb, Ltd.$208,2180.00%722CommonSOLE
74915M100QVCAUSDQurate Retail, Inc.$13,4220.00%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.