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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 131,168 | 2,176 | 0.03% | 0.04% | 1 | +123,055 | 1516.76% | Q4 2025 | Jan 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 56,891 | 943 | 0.22% | 0.23% | 2 | +53,585 | 1620.84% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 29,251 | 485 | 0.27% | — | 3 | +29,251 | New | Q4 2025 | Feb 18, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 3,777 | 62 | 0.01% | — | 4 | +3,777 | New | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | New | 799 | 13 | 0.01% | — | 5 | +799 | New | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 377 | 6 | 0.0% | 0.0% | 6 | +355 | 1613.64% | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -129 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 05, 2025 |