Dodge & Cox Stock-IDODGX
13F holders, Q1 2026 (March 31)5holders −1
2new positions
2sold out
$16.10avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Dodge & Cox Stock-I (DODGX) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Kelleher Financial Advisors ($785K), Lester Murray Antman dba SimplyRich ($526K) and Garton & Associates Financial Advisors LLC ($459K).
- Company
- Dodge & Cox Stock-I
- CUSIP
- 256219106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $545K |
| Exits | 2 | $2.2M |
All 13F filers, Q4 2025 → Q1 2026: 33,881 shares bought and 143,828 shares sold, net −109,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 0.20% | Reduce -14.3% | 48,771 | $785K |
| Lester Murray Antman dba SimplyRich | 0.13% | New | 32,704 | $526K |
| Garton & Associates Financial Advisors LLC | 0.38% | Reduce -2.6% | 28,488 | $459K |
| McIlrath & Eck, LLC | 0.00% | New | 1,172 | $19K |
| Oakworth Capital, Inc. | 0.00% | Add +1.3% | 382 | $6K |
"% of holder's portfolio" is DODGX's weight in each manager's 13F, not the share of Dodge & Cox Stock-I the manager owns.