DODGE & COX FUNDS - DODGX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 48,771 | 785 | 0.2% | 0.22% | 1 | -8,120 | -14.27% | Q1 2026 | May 08, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 32,704 | 526 | 0.13% | — | 2 | +32,704 | New | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 28,488 | 458 | 0.37% | 0.27% | 3 | -763 | -2.61% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | New | 1,172 | 18 | 0.0% | — | 4 | +1,172 | New | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 799 | 13 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 382 | 6 | 0.0% | 0.0% | 6 | +5 | 1.33% | Q1 2026 | Apr 24, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -131,168 | -100.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,777 | -100.0% | Q1 2026 | May 01, 2026 |