V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 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)
+185.60B
+9,999%+
Winning Positions
+68.82%
245 wins / 356 positions
Average Gain (Winners)
$701.00M
+9,999%+ avg per position
Active Positions
212
64 losing positions
Portfolio Value Over Time
Total Positions Tracked
356
All holdings over time
Win/Loss Ratio
3.83
245 gains / 64 losses
Active vs. Exited
212 / 144
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 | $8.15B | $8.15B | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2013 | ACTIVE | $1.97M | $7.10B | $7.10B | +9,999%+ |
| RTX | RTX Corporation | Industrials | Jun 2020 | ACTIVE | $1.22M | $6.66B | $6.66B | +9,999%+ |
| CVS | CVS Health Corporation | Healthcare | Mar 2016 | ACTIVE | $273.00 | $5.17B | $5.17B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $2.67M | $4.79B | $4.79B | +9,999%+ |
| BKNG | Booking Holdings Inc. Common St | Consumer Cyclical | Mar 2018 | ACTIVE | $1.52M | $4.55B | $4.55B | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $2.49M | $4.23B | $4.22B | +9,999%+ |
| MET | MetLife, Inc. | Financial Services | Jun 2013 | ACTIVE | $694.41K | $4.10B | $4.10B | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Sep 2014 | ACTIVE | $248.00 | $3.98B | $3.98B | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $855.59K | $3.81B | $3.81B | +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.