Dodge & Cox Stock-IDODGX
13F holders, Q2 2026 (June 30)4holders −1
2new positions
2sold out
$16.94avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Dodge & Cox Stock-I (DODGX) in their 13F filings, down 1 from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were Kelleher Financial Advisors ($1.7M), Wealthspire Advisors, LLC ($351K) and Vermillion Wealth Management, Inc. ($38K).
- Company
- Dodge & Cox Stock-I
- CUSIP
- 256219106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $390K |
| Exits | 2 | $985K |
All 13F filers, Q1 2026 → Q2 2026: 72,082 shares bought and 61,192 shares sold, net +10,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelleher Financial Advisors | 0.24% | Add +100.7% | 97,859 | $1.7M |
| Wealthspire Advisors, LLC | 0.00% | New | 20,742 | $351K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 2,251 | $38K |
| Oakworth Capital, Inc. | 0.00% | Add +0.3% | 383 | $7K |
"% of holder's portfolio" is DODGX's weight in each manager's 13F, not the share of Dodge & Cox Stock-I the manager owns.