V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund 13F Activity & Position Changes (Q2 2014)

According to the SEC 13F filed on Aug 13, 2026, the Dodge & Cox Stock Fund portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2014, the filing reported:

New Buys - DNOW Inc., DBA Sempra

Increases - Apple Inc., Adobe Inc., Bank of America Corporation, Baidu, Inc., The Bank of New York Mellon Cor, and 19 more

Reductions - AbbVie Inc., Abbott Laboratories, Amgen Inc., Ameriprise Financial, Inc., American Express Company, and 55 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2014	AAPL Apple Inc.	Apple Inc.	Buy	+12,162	+600.0%	$1.32K	14,189
Q2 2014	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-52	-0.1%	$2.07K	36,649
Q2 2014	ABT Abbott Laboratories	Abbott Laboratories	Sell	-52	-0.1%	$1.51K	36,898
Q2 2014	ADBE Adobe Inc.	Adobe Inc.	Buy	+214,350	+3.1%	$523.96K	7,241,071
Q2 2014	AMGN Amgen Inc.	Amgen Inc.	Sell	-19,900	-18.8%	$10.16K	85,857
Q2 2014	AMP Ameriprise Financial, Inc.	Ameriprise Financial, Inc.	Sell	-60	-1.4%	$502.00	4,182
Q2 2014	AXP American Express Company	American Express Company	Sell	-1,742	-0.8%	$20.92K	220,483
Q2 2014	BAC Bank of America Corporation	Bank of America Corporation	Buy	+10,285,909	+8.3%	$2.07M	134,954,397
Q2 2014	BAX Baxter International Inc.	Baxter International Inc.	Sell	-22	-0.6%	$245.00	3,382
Q2 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-100	-0.6%	$1.99K	16,780
Q2 2014	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+583,300	+17.1%	$746.45K	3,995,787
Q2 2014	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+4,830,411	+7.7%	$2.53M	67,624,874
Q2 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-200	-0.3%	$3.83K	78,921
Q2 2014	BSX Boston Scientific Corporation	Boston Scientific Corporation	Sell	-351,350	-0.8%	$573.03K	44,872,818
Q2 2014	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-426	-0.6%	$7.86K	72,319
Q2 2014	CDNS Cadence Design Systems, Inc.	Cadence Design Systems, Inc.	Sell	-73,700	-0.4%	$335.58K	19,187,175
Q2 2014	CE Celanese Corporation	Celanese Corporation	Sell	-229,250	-1.4%	$1.01M	15,773,420
Q2 2014	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell	-54	-0.4%	$955.00	14,000
Q2 2014	CMCSA Comcast Corporation	Comcast Corporation	Sell	-34,413	-0.1%	$2.97M	55,328,591
Q2 2014	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-107,350	-0.2%	$3.85M	46,602,075
Q2 2014	COP ConocoPhillips	ConocoPhillips	Sell	-4,750	-11.7%	$3.08K	35,888
Q2 2014	CVX Chevron Corporation	Chevron Corporation	Sell	-94,035	-0.9%	$1.43M	10,951,777
Q2 2014	CX Cemex, S.A.B. de C.V. Sponsored	Cemex, S.A.B. de C.V. Sponsored	Buy	+2,649	+4.0%	$914.00	69,068
Q2 2014	DE Deere & Company	Deere & Company	Sell	-100	-0.3%	$2.71K	29,924
Q2 2014	DEO Diageo plc	Diageo plc	Sell	-2,750	-2.2%	$15.40K	121,035
Q2 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-446	-0.7%	$5.43K	63,324
Q2 2014	DNOW DNOW Inc.	DNOW Inc.	Buy - Position Entry	+3,402,802	-	$123.22K	3,402,802
Q2 2014	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Sell	-100	-0.4%	$1.80K	24,221
Q2 2014	EBAY eBay Inc.	eBay Inc.	Buy	+2,887,600	+14.1%	$1.17M	23,344,404
Q2 2014	ERIC Ericsson	Ericsson	Buy	+41,200	+2.1%	$24.67K	2,042,574

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