V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund 13F Activity & Position Changes (Q4 2019)

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 Dec 31, 2019. 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 Q4 2019, the filing reported:

New Buys - BioMarin Pharmaceutical Inc., iShares Core MSCI Emerging Mark, Lowe's Companies, Inc., Morgan Stanley, Truist Financial Corporation

Increases - Baidu, Inc., Dell Technologies Inc., FedEx Corporation, Fox Corporation, Gap, Inc. (The), and 12 more

Reductions - Apple Inc., AbbVie Inc., Abbott Laboratories, Adobe Inc., Alcon, and 81 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
Q4 2019	AAPL Apple Inc.	Apple Inc.	Sell	-225	-2.0%	$3.22K	10,951
Q4 2019	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-14,000	-45.2%	$1.50K	17,002
Q4 2019	ABT Abbott Laboratories	Abbott Laboratories	Sell	-7,000	-21.7%	$2.19K	25,222
Q4 2019	ADBE Adobe Inc.	Adobe Inc.	Sell	-570	-1.4%	$13.42K	40,695
Q4 2019	ALC Alcon	Alcon	Sell	-12,016	-26.4%	$1.90K	33,545
Q4 2019	ALNY Alnylam Pharmaceuticals, Inc.	Alnylam Pharmaceuticals, Inc.	Sell	-60,480	-1.1%	$604.79K	5,251,321
Q4 2019	AMGN Amgen Inc.	Amgen Inc.	Sell	-25	-0.1%	$5.15K	21,372
Q4 2019	AXP American Express Company	American Express Company	Sell	-395,897	-2.7%	$1.76M	14,143,501
Q4 2019	AZN Astrazeneca PLC	Astrazeneca PLC	Sell	-10,874,210	-22.0%	$1.92M	38,474,930
Q4 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-347,900	-10.6%	$619.65K	2,921,500
Q4 2019	BAC Bank of America Corporation	Bank of America Corporation	Sell	-2,456,670	-2.1%	$4.01M	113,787,247
Q4 2019	BALL Ball Corporation	Ball Corporation	Sell	-2,500	-16.6%	$813.00	12,570
Q4 2019	BHF Brighthouse Financial, Inc.	Brighthouse Financial, Inc.	Sell	-83,820	-0.8%	$392.07K	9,994,135
Q4 2019	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+1,695,800	+20.3%	$1.27M	10,051,987
Q4 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-440,492	-0.9%	$2.34M	46,398,022
Q4 2019	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell	-19,587	-1.4%	$2.93M	1,425,005
Q4 2019	BKR Baker Hughes Company	Baker Hughes Company	Sell	-588,484	-0.8%	$1.96M	76,314,466
Q4 2019	BMRN BioMarin Pharmaceutical Inc.	BioMarin Pharmaceutical Inc.	Buy - Position Entry	+4,389,515	-	$371.13K	4,389,515
Q4 2019	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-183,900	-0.4%	$3.23M	50,268,777
Q4 2019	BSX Boston Scientific Corporation	Boston Scientific Corporation	Sell	-200	-0.1%	$7.89K	174,440
Q4 2019	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-174	-0.4%	$6.38K	43,207
Q4 2019	CDNS Cadence Design Systems, Inc.	Cadence Design Systems, Inc.	Sell	-1,980	-0.5%	$29.37K	423,506
Q4 2019	CE Celanese Corporation	Celanese Corporation	Sell	-309,045	-2.9%	$1.29M	10,510,285
Q4 2019	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-316,869	-3.6%	$4.12M	8,490,342
Q4 2019	CI The Cigna Group	The Cigna Group	Sell	-173,402	-1.0%	$3.52M	17,203,620
Q4 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-949,527	-1.1%	$3.80M	84,596,475
Q4 2019	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-1,954,875	-4.6%	$4.17M	40,491,327
Q4 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-307,860	-1.5%	$978.44K	20,401,184
Q4 2019	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-79,101	-0.5%	$1.06M	17,113,758
Q4 2019	CTVA Corteva, Inc.	Corteva, Inc.	Sell	-8,488	-14.4%	$1.49K	50,343

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