V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.05B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+178.29B
+9,999%+
Winning Positions
+66.48%
236 wins / 355 positions
Average Gain (Winners)
$680.63M
+9,999%+ avg per position
Active Positions
216
63 losing positions
Portfolio Value Over Time
Total Positions Tracked
355
All holdings over time
Win/Loss Ratio
3.75
236 gains / 63 losses
Active vs. Exited
216 / 139
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| JCI | Johnson Controls International | Industrials | Sep 2016 | ACTIVE | $1.53M | $7.53B | $7.53B | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2013 | ACTIVE | $1.97M | $7.05B | $7.05B | +9,999%+ |
| RTX | RTX Corporation | Industrials | Jun 2020 | ACTIVE | $1.22M | $6.84B | $6.84B | +9,999%+ |
| OXY | Occidental Petroleum Corporatio | Energy | Jun 2013 | ACTIVE | $33.34K | $4.82B | $4.82B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $2.67M | $4.43B | $4.42B | +9,999%+ |
| BKNG | Booking Holdings Inc. Common St | Consumer Cyclical | Mar 2018 | ACTIVE | $1.52M | $4.20B | $4.20B | +9,999%+ |
| CVS | CVS Health Corporation | Healthcare | Mar 2016 | ACTIVE | $273.00 | $3.72B | $3.72B | +9,999%+ |
| MET | MetLife, Inc. | Financial Services | Jun 2013 | ACTIVE | $694.41K | $3.61B | $3.61B | +9,999%+ |
| FDX | FedEx Corporation | Industrials | Jun 2013 | ACTIVE | $1.70M | $3.56B | $3.55B | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $2.49M | $3.51B | $3.51B | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.