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 | Added to | 97,859 | 1,657 | 0.24% | 0.2% | 1 | +49,088 | 100.65% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | New | 20,742 | 351 | 0.0% | — | 2 | +20,742 | New | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2,251 | 38 | 0.01% | — | 3 | +2,251 | New | Q2 2026 | Jul 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,172 | 18 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Oakworth Capital, Inc. | History | Added to | 383 | 6 | 0.0% | 0.0% | 5 | +1 | 0.26% | Q2 2026 | Jul 22, 2026 |
| Lester Murray Antman dba SimplyRich | History | Closed out | 0 | 0 | — | 0.13% | — | -32,704 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -28,488 | -100.0% | Q2 2026 | Aug 11, 2026 |