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Overview/ Dodge & Cox/ Q2 2024

Dodge & Cox

CIK 0000200217 · As of Q2 2024 · filed Aug 13, 2024

Q2 2024

Holdings

202 positions · Δ vs prior quarter
SCHW SCHWAB (CHARLES) CORP
$6.32B
3.8%
85,787,053 −510,041 −0.6% Reduced
JCI JOHNSON CONTROLS INTERNATION
$5.67B
3.4%
85,272,989 +5,334,665 +6.7% Added
WFC WELLS FARGO & CO
$5.48B
3.3%
92,277,487 −22,898,565 −19.9% Reduced
GOOG ALPHABET INC-CL C
$5.40B
3.2%
29,421,485 −1,520,374 −4.9% Reduced
FISV FISERV INC
$5.12B
3.1%
34,371,378 −238,631 −0.7% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$4.94B
3.0%
78,361,008 −1,164,790 −1.5% Reduced
RTX RTX CORP
$4.45B
2.7%
44,284,541 −18,659 −0.0% Reduced
MSFT MICROSOFT CORP
$4.21B
2.5%
9,414,281 −76,328 −0.8% Reduced
FDX FEDEX CORP
$4.02B
2.4%
13,394,616 −125,822 −0.9% Reduced
MET METLIFE INC
$3.96B
2.4%
56,353,281 −155,753 −0.3% Reduced
SNY SANOFI-ADR
$3.74B
2.2%
77,109,633 −1,015,976 −1.3% Reduced
CVS CVS HEALTH CORP
$3.64B
2.2%
61,683,343 +20,670,800 +50.4% Added
CHTR CHARTER COMMUNICATIONS INC-A
$3.49B
2.1%
11,681,107 +117,321 +1.0% Added
AMZN AMAZON.COM INC
$3.35B
2.0%
17,334,351 −67,009 −0.4% Reduced
BNY BANK OF NEW YORK MELLON CORP
$3.28B
2.0%
54,771,782 −636,103 −1.1% Reduced
BKNG BOOKING HOLDINGS INC
$3.13B
1.9%
789,804 −2,242 −0.3% Reduced
FIS FIDELITY NATIONAL INFO SERV
$3.12B
1.9%
41,435,311 −67,139 −0.2% Reduced
CI THE CIGNA GROUP
$2.93B
1.8%
8,852,809 −4,275,082 −32.6% Reduced
CMCSA COMCAST CORP-CLASS A
$2.85B
1.7%
72,739,344 −404,596 −0.6% Reduced
COF CAPITAL ONE FINANCIAL CORP
$2.76B
1.7%
19,939,018 −4,443,799 −18.2% Reduced
IFF INTL FLAVORS & FRAGRANCES
$2.69B
1.6%
28,206,607 +477,596 +1.7% Added
GSK GSK PLC-SPON ADR
$2.63B
1.6%
68,337,138 −525,170 −0.8% Reduced
GS GOLDMAN SACHS GROUP INC
$2.45B
1.5%
5,423,532 −50,101 −0.9% Reduced
REGN REGENERON PHARMACEUTICALS
$2.43B
1.5%
2,315,686 −44,178 −1.9% Reduced
BAC BANK OF AMERICA CORP
$2.41B
1.4%
60,616,153 −10,273,207 −14.5% Reduced
TEL1USD TE CONNECTIVITY LTD
$2.37B
1.4%
15,766,921 −47,602 −0.3% Reduced
NSC NORFOLK SOUTHERN CORP
$2.32B
1.4%
10,794,867 +2,669,800 +32.9% Added
GE GENERAL ELECTRIC
$2.28B
1.4%
14,312,511 −1,827,310 −11.3% Reduced
GILD GILEAD SCIENCES INC
$2.27B
1.4%
33,122,337 −45,150 −0.1% Reduced
GOOGL ALPHABET INC-CL A
$2.22B
1.3%
12,202,672 −48,246 −0.4% Reduced
UBS UBS GROUP AG-REG
$2.16B
1.3%
73,442,242 −1,980,700 −2.6% Reduced
TFC TRUIST FINANCIAL CORP
$2.01B
1.2%
51,665,856 −275,354 −0.5% Reduced
UNH UNITEDHEALTH GROUP INC
$2.00B
1.2%
3,921,445 −24,560 −0.6% Reduced
META META PLATFORMS INC-CLASS A
$1.93B
1.2%
3,829,095 −2,849 −0.1% Reduced
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$1.83B
1.1%
31,470,885 −237,848 −0.8% Reduced
ZBH ZIMMER BIOMET HOLDINGS INC
$1.82B
1.1%
16,745,630 +326,360 +2.0% Added
TMUS T-MOBILE US INC
$1.73B
1.0%
9,827,889 −1,213,765 −11.0% Reduced
BKR BAKER HUGHES CO
$1.62B
1.0%
46,058,888 −106,136 −0.2% Reduced
HUM HUMANA INC
$1.61B
1.0%
4,308,536 +4,308,536 New
WMB WILLIAMS COS INC
$1.60B
1.0%
37,547,551 −237,475 −0.6% Reduced
LYB LYONDELLBASELL INDU-CL A
$1.55B
0.9%
16,158,867 −68,885 −0.4% Reduced
HLN HALEON PLC-ADR
$1.49B
0.9%
180,170,635 +3,217,384 +1.8% Added
AVTR AVANTOR INC
$1.39B
0.8%
65,364,190 +1,683,884 +2.6% Added
COP CONOCOPHILLIPS
$1.31B
0.8%
11,475,600 −122,467 −1.1% Reduced
NVS NOVARTIS AG-SPONSORED ADR
$1.30B
0.8%
12,236,526 −117,459 −1.0% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$1.30B
0.8%
16,713,150 −100,634 −0.6% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$1.30B
0.8%
18,034,070 −40,200 −0.2% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$1.26B
0.8%
18,458,724 −39,775 −0.2% Reduced
JNPR* JUNIPER NETWORKS INC
$1.25B
0.7%
34,212,790 −46,725 −0.1% Reduced
HPQ HP INC
$1.23B
0.7%
35,098,525 −252,086 −0.7% Reduced
ELAN ELANCO ANIMAL HEALTH INC
$1.21B
0.7%
83,583,150 −265,700 −0.3% Reduced
SU SUNCOR ENERGY INC
$1.15B
0.7%
30,255,854 −9,763,000 −24.4% Reduced
BMRN BIOMARIN PHARMACEUTICAL INC
$1.15B
0.7%
13,930,493 −62,450 −0.4% Reduced
CSCO CISCO SYSTEMS INC
$1.14B
0.7%
23,912,097 −57,212 −0.2% Reduced
D DOMINION ENERGY INC
$1.12B
0.7%
22,812,448 −53,250 −0.2% Reduced
AEP AMERICAN ELECTRIC POWER
$1.04B
0.6%
11,831,805 +467,500 +4.1% Added
COHR COHERENT CORP
$1.02B
0.6%
14,013,619 −1,084,769 −7.2% Reduced
FOXA FOX CORP - CLASS A
$982.8M
0.6%
28,594,326 −290,450 −1.0% Reduced
STT STATE STREET CORP
$955.7M
0.6%
12,914,714 −6,131,885 −32.2% Reduced
INCY INCYTE CORP
$926.2M
0.6%
15,279,343 −136,700 −0.9% Reduced
BAX BAXTER INTERNATIONAL INC
$920.6M
0.6%
27,522,745 +20,850 +0.1% Added
ALNY ALNYLAM PHARMACEUTICALS INC
$918.6M
0.6%
3,780,185 −31,295 −0.8% Reduced
CE CELANESE CORP
$918.3M
0.6%
6,808,019 −18,633 −0.3% Reduced
CARR CARRIER GLOBAL CORP
$906.3M
0.5%
14,367,024 −14,677 −0.1% Reduced
BAP CREDICORP LTD
$883.2M
0.5%
5,474,280 −43,800 −0.8% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$740.8M
0.4%
14,574,964 +60,225 +0.4% Added
AEG AEGON LTD-NY REG SHR
$724.2M
0.4%
118,143,251 −7,126,766 −5.7% Reduced
HMC HONDA MOTOR CO LTD-SPONS ADR
$713.6M
0.4%
22,135,475 −108,900 −0.5% Reduced
GAP GAP INC
$692.1M
0.4%
28,971,846 −7,161,582 −19.8% Reduced
SUI SUN COMMUNITIES INC
$671.1M
0.4%
5,576,740 +158,125 +2.9% Added
BMY BRISTOL-MYERS SQUIBB CO
$654.8M
0.4%
15,766,898 −500,143 −3.1% Reduced
NTR NUTRIEN LTD
$621.1M
0.4%
12,199,059 −56,400 −0.5% Reduced
XP XP INC - CLASS A
$604.3M
0.4%
34,352,845 +4,667,800 +15.7% Added
OXY/WS OCCIDENTAL PETROLEUM-CW27
$587.4M
0.4%
14,270,270 −3,300 −0.0% Reduced
LIN LINDE PLC
$582.3M
0.3%
1,326,990 Held
JD JD.COM INC-ADR
$580.9M
0.3%
22,479,249 −1,451,800 −6.1% Reduced
VFC VF CORP
$574.5M
0.3%
42,556,750 +7,126,700 +20.1% Added
MDT MEDTRONIC PLC
$534.6M
0.3%
6,791,555 +2,240 +0.0% Added
BIDU BAIDU INC - SPON ADR
$508.8M
0.3%
5,883,215 +2,099,500 +55.5% Added
TECK TECK RESOURCES LTD-CLS B
$505.6M
0.3%
10,554,840 −5,500 −0.1% Reduced
TRP TC ENERGY CORP
$449.5M
0.3%
11,860,400 Held
FOX FOX CORP - CLASS B
$363.9M
0.2%
11,366,057 +22,734 +0.2% Added
YUMC YUM CHINA HOLDINGS INC
$329.4M
0.2%
10,681,262 +3,961,400 +59.0% Added
GLPI GAMING AND LEISURE PROPERTIE
$295.0M
0.2%
6,524,863 +92,476 +1.4% Added
BHF BRIGHTHOUSE FINANCIAL INC
$289.9M
0.2%
6,688,783 −2,050,513 −23.5% Reduced
NWSA NEWS CORP - CLASS A
$288.3M
0.2%
10,457,182 −9,150 −0.1% Reduced
CPNG COUPANG INC
$253.8M
0.2%
12,114,152 +12,114,152 New
ECHO ECHOSTAR CORP-A
$241.6M
0.1%
13,564,286 −92,228 −0.7% Reduced
TV GRUPO TELEVISA SA-SPON ADR
$177.9M
0.1%
64,212,690 Held
NBIX NEUROCRINE BIOSCIENCES INC
$176.3M
0.1%
1,280,820 +15,576 +1.2% Added
LBTYK LIBERTY GLOBAL LTD-C
$156.8M
0.1%
8,786,768 Held
HDB HDFC BANK LTD-ADR
$152.1M
0.1%
2,364,300 +294,958 +14.3% Added
FLUT FLUTTER ENTERTAINMENT PLC-DI
$113.9M
0.1%
624,478 Held
NTES NETEASE INC-ADR
$103.3M
0.1%
1,080,952 +133,826 +14.1% Added
AXP AMERICAN EXPRESS CO
$96.4M
0.1%
416,269 −12,347 −2.9% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$88.9M
0.1%
15,228,405 −578,500 −3.7% Reduced
LBTYA LIBERTY GLOBAL LTD-A
$83.1M
0.0%
4,767,561 Held
FMS FRESENIUS MEDICAL CARE-ADR
$80.6M
0.0%
4,223,110 Held
CDNS CADENCE DESIGN SYS INC
$80.4M
0.0%
261,118 −3,947 −1.5% Reduced
UNP UNION PACIFIC CORP
$63.9M
0.0%
282,582 −609 −0.2% Reduced
JPM JPMORGAN CHASE & CO
$62.3M
0.0%
307,915 −12,650 −3.9% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$56.9M
0.0%
621,961 −8,066,067 −92.8% Reduced
LLY ELI LILLY & CO
$41.6M
0.0%
45,978 −947 −2.0% Reduced
SLB SLB LTD
$31.6M
0.0%
670,479 −62,368 −8.5% Reduced
GEV GE VERNOVA INC
$31.4M
0.0%
182,865 +182,865 New
DIS WALT DISNEY CO
$30.4M
0.0%
305,856 −5,022 −1.6% Reduced
CVX CHEVRON CORP
$28.9M
0.0%
184,453 −885 −0.5% Reduced
TRV TRAVELERS COS INC
$23.0M
0.0%
112,870 Held
MRK MERCK & CO. INC.
$19.7M
0.0%
158,876 −1,619 −1.0% Reduced
TGT TARGET CORP
$17.2M
0.0%
116,294 −1,505 −1.3% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$15.8M
0.0%
747,383 −47,746,489 −98.5% Reduced
PG PROCTER & GAMBLE CO
$15.7M
0.0%
94,903 −900 −0.9% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$15.0M
0.0%
86,500 Held
TMO THERMO FISHER SCIENTIFIC INC
$14.8M
0.0%
26,791 −7 −0.0% Reduced
CAT CATERPILLAR INC
$14.1M
0.0%
42,276 −50 −0.1% Reduced
WMT WALMART INC
$13.7M
0.0%
201,810 −5,050 −2.4% Reduced
ADBE ADOBE INC
$12.0M
0.0%
21,602 −78 −0.4% Reduced
AZNN ASTRAZENECA PLC-SPONS ADR
$11.7M
0.0%
149,785 −5,500 −3.5% Reduced
EXMOC EXXON MOBIL CORP
$9.2M
0.0%
79,812 −547 −0.7% Reduced
HD HOME DEPOT INC
$8.4M
0.0%
24,482 −335 −1.3% Reduced
BSX BOSTON SCIENTIFIC CORP
$7.5M
0.0%
97,095 Held
ADI ANALOG DEVICES INC
$7.3M
0.0%
31,815 −100 −0.3% Reduced
AHC HESS CORP
$6.9M
0.0%
46,550 −1,050 −2.2% Reduced
SNPS SYNOPSYS INC
$6.8M
0.0%
11,450 Held
VMC VULCAN MATERIALS CO
$6.1M
0.0%
24,700 Held
AVGO BROADCOM INC
$6.1M
0.0%
3,808 −1,150 −23.2% Reduced
IBM INTL BUSINESS MACHINES CORP
$5.9M
0.0%
34,270 Held
DELL DELL TECHNOLOGIES -C
$5.3M
0.0%
38,400 −25,150 −39.6% Reduced
BRK/B BERKSHIRE HATHAWAY INC-CL B
$5.2M
0.0%
12,703 −117 −0.9% Reduced
AAPL APPLE INC
$5.1M
0.0%
24,318 −38 −0.2% Reduced
DE DEERE & CO
$4.9M
0.0%
13,036 −125 −0.9% Reduced
AMGN AMGEN INC
$4.5M
0.0%
14,382 Held
SHEL SHELL PLC-ADR
$4.2M
0.0%
57,713 −500 −0.9% Reduced
DHR DANAHER CORP
$4.1M
0.0%
16,525 Held
CX CEMEX SAB-SPONS ADR PART CER
$4.1M
0.0%
644,700 +31,500 +5.1% Added
MSI MOTOROLA SOLUTIONS INC
$3.3M
0.0%
8,627 Held
PFE PFIZER INC
$3.2M
0.0%
115,935 −450 −0.4% Reduced
JNJ JOHNSON & JOHNSON
$3.1M
0.0%
21,097 Held
HAL HALLIBURTON CO
$2.9M
0.0%
87,202 −5,200 −5.6% Reduced
BRK/A BERKSHIRE HATHAWAY INC-CL A
$2.4M
0.0%
4 Held
SPGI S&P GLOBAL INC
$2.4M
0.0%
5,400 Held
PNC PNC FINANCIAL SERVICES GROUP
$2.2M
0.0%
14,275 Held
APA APA CORP
$2.1M
0.0%
72,850 −6,500 −8.2% Reduced
OTIS OTIS WORLDWIDE CORP
$2.1M
0.0%
21,810 −450 −2.0% Reduced
AOSL ALPHA & OMEGA SEMICONDUCTOR
$1.9M
0.0%
50,694 +2,601 +5.4% Added
ABBV ABBVIE INC
$1.9M
0.0%
11,006 Held
GLW CORNING INC
$1.9M
0.0%
48,150 −7,050 −12.8% Reduced
ABT ABBOTT LABORATORIES
$1.9M
0.0%
17,857 Held
PM PHILIP MORRIS INTERNATIONAL
$1.7M
0.0%
17,000 Held
HONGBP HONEYWELL INTERNATIONAL INC
$1.7M
0.0%
8,019 Held
DEO DIAGEO PLC-SPONSORED ADR
$1.7M
0.0%
13,511 −400 −2.9% Reduced
NEE NEXTERA ENERGY INC
$1.7M
0.0%
23,600 −400 −1.7% Reduced
MCD MCDONALD'S CORP
$1.7M
0.0%
6,550 Held
KO COCA-COLA CO
$1.6M
0.0%
24,635 Held
PH PARKER HANNIFIN CORP
$1.4M
0.0%
2,850 Held
TCOM TRIP.COM GROUP LTD-ADR
$1.4M
0.0%
30,400 Held
DWDPEUR DUPONT DE NEMOURS INC
$1.4M
0.0%
17,583 Held
CTVA CORTEVA INC
$1.4M
0.0%
25,648 −924 −3.5% Reduced
CL COLGATE-PALMOLIVE CO
$1.4M
0.0%
14,000 Held
VIPS VIPSHOP HOLDINGS LTD - ADR
$1.3M
0.0%
101,997 +7,800 +8.3% Added
Unilever PLC
$1.3M
0.0%
23,900 Held
LVS LAS VEGAS SANDS CORP
$1.3M
0.0%
28,400 Held
JOYY JOYY INC-ADR
$1.1M
0.0%
34,966 +1,256 +3.7% Added
USB US BANCORP
$993K
0.0%
25,000 Held
NUE NUCOR CORP
$980K
0.0%
6,200 −600 −8.8% Reduced
MO ALTRIA GROUP INC
$957K
0.0%
21,000 Held
MMM 3M CO
$943K
0.0%
9,224 Held
DOW DOW INC
$919K
0.0%
17,331 −600 −3.3% Reduced
CPA COPA HOLDINGS SA-CLASS A
$890K
0.0%
9,350 Held
EBAY EBAY INC
$844K
0.0%
15,710 −3,000 −16.0% Reduced
GPRK GEOPARK LTD
$841K
0.0%
76,814 Held
PYPL PAYPAL HOLDINGS INC
$818K
0.0%
14,100 −500 −3.4% Reduced
AMP AMERIPRISE FINANCIAL INC
$780K
0.0%
1,827 Held
MDLZ MONDELEZ INTERNATIONAL INC-A
$775K
0.0%
11,840 Held
APD AIR PRODUCTS & CHEMICALS INC
$748K
0.0%
2,900 Held
KSPI JSC KASPI.KZ ADR
$713K
0.0%
5,526 Held
GIS GENERAL MILLS INC
$709K
0.0%
11,200 Held
MCO MOODY'S CORP
$659K
0.0%
1,566 Held
GPC GENUINE PARTS CO
$647K
0.0%
4,675 Held
IFS INTERCORP FINANCIAL SERVICES
$605K
0.0%
27,010 Held
ELV ELEVANCE HEALTH INC
$596K
0.0%
1,100 Held
BLKCHF BLACKROCK INC
$590K
0.0%
750 Held
BEKE KE HOLDINGS INC-ADR
$544K
0.0%
38,440 Held
AFYA AFYA LTD-CLASS A
$515K
0.0%
29,183 Held
PEP PEPSICO INC
$507K
0.0%
3,075 Held
CIBEUR BANCOLOMBIA S.A.-SPONS ADR
$424K
0.0%
13,000 +13,000 New
ALL ALLSTATE CORP
$418K
0.0%
2,618 Held
PSX PHILLIPS 66
$367K
0.0%
2,600 Held
DLO DLOCAL LTD
$363K
0.0%
44,900 +44,900 New
LMT LOCKHEED MARTIN CORP
$362K
0.0%
775 Held
CTAS CINTAS CORP
$350K
0.0%
500 Held
ZTS ZOETIS INC
$295K
0.0%
1,700 Held
PPG PPG INDUSTRIES INC
$277K
0.0%
2,200 Held
RIO RIO TINTO PLC-SPON ADR
$264K
0.0%
4,000 Held
V VISA INC-CLASS A SHARES
$262K
0.0%
1,000 Held
NOAH NOAH HOLDINGS LTD-SPON ADS
$259K
0.0%
26,840 Held
PBR PETROLEO BRASILEIRO-SPON ADR
$239K
0.0%
16,500 Held
BDX BECTON DICKINSON AND CO
$229K
0.0%
980 Held
VZ VERIZON COMMUNICATIONS INC
$227K
0.0%
5,500 Held
ISRG INTUITIVE SURGICAL INC
$222K
0.0%
500 +500 New
LOMA LOMA NEGRA CIA IND-SPON ADR
$208K
0.0%
30,800 −10,000 −24.5% Reduced
Qurate Retail, Inc.
$14K
0.0%
22,000 Held

Sold positions

3 closed in Q2 2024 · shares & value as of prior filing
Holding Shares sold Prior value
OVV OVINTIV INC
8,665,010 $449.7M
IBN ICICI BANK LTD-SPON ADR
19,950 $527K
LNC LINCOLN NATIONAL CORP
8,500 $271K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.