Dodge & Cox Stock Fund - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • 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)
+185.29B
+9,999%+
Winning Positions
+67.15%
233 wins / 347 positions
Average Gain (Winners)
$739.89M
+9,999%+ avg per position
Active Positions
219
61 losing positions
Portfolio Value Over Time
Total Positions Tracked
347
All holdings over time
Win/Loss Ratio
3.82
233 gains / 61 losses
Active vs. Exited
219 / 128
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 % |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2013 | ACTIVE | $1.97M | $7.93B | $7.93B | +9,999%+ |
| JCI | Johnson Controls International | Industrials | Sep 2016 | ACTIVE | $1.53M | $7.06B | $7.06B | +9,999%+ |
| RTX | RTX Corporation | Industrials | Jun 2020 | ACTIVE | $1.22M | $6.71B | $6.71B | +9,999%+ |
| CVS | CVS Health Corporation | Healthcare | Mar 2016 | ACTIVE | $273.00 | $5.52B | $5.52B | +9,999%+ |
| FI | Fiserv, Inc. | Technology | Dec 2020 | ACTIVE | $722.90K | $4.98B | $4.98B | +9,999%+ |
| MET | MetLife, Inc. | Financial Services | Jun 2013 | ACTIVE | $694.41K | $4.42B | $4.42B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $2.67M | $4.08B | $4.07B | +9,999%+ |
| FDX | FedEx Corporation | Industrials | Jun 2013 | ACTIVE | $1.70M | $3.83B | $3.82B | +9,999%+ |
| BK | The Bank of New York Mellon Cor | Financial Services | Jun 2013 | ACTIVE | $1.68M | $3.80B | $3.79B | +9,999%+ |
| OXY | Occidental Petroleum Corporatio | Energy | Jun 2013 | ACTIVE | $33.34K | $3.77B | $3.77B | +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.