Dodge & Cox Funds – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Dodge & Cox Funds during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MSFT | 11,959,935 | $370.17 | Increased | 60.71% | 2.44% | $4.43B | 2026 Q1 |
| BKNG | 24,937,450 | $168.41 | Increased | 36.26% | 2.31% | $4.2B | 2026 Q1 |
| SUNB | 53,101,847 | $65.09 | Buy | 100.00% | 1.90% | $3.46B | 2026 Q1 |
| CMCSA | 113,108,244 | $28.71 | Increased | 0.12% | 1.79% | $3.25B | 2026 Q1 |
| CHTR | 14,627,209 | $215.88 | Increased | 0.12% | 1.74% | $3.16B | 2026 Q1 |
| CI | 11,555,787 | $266.75 | Increased | 3.75% | 1.70% | $3.08B | 2026 Q1 |
| FISV | 50,260,950 | $55.8 | Increased | 1.59% | 1.54% | $2.8B | 2026 Q1 |
| IFF | 36,472,942 | $72.55 | Increased | 0.20% | 1.46% | $2.65B | 2026 Q1 |
| AON | 8,116,095 | $322.78 | Increased | 3.36% | 1.44% | $2.62B | 2026 Q1 |
| UNH | 9,466,756 | $270.59 | Increased | 3.20% | 1.41% | $2.56B | 2026 Q1 |
| BN | 59,186,855 | $40.47 | Increased | 43.38% | 1.32% | $2.4B | 2026 Q1 |
| GEHC | 31,312,064 | $71.18 | Increased | 0.32% | 1.23% | $2.23B | 2026 Q1 |
| WTW | 7,332,414 | $290.7 | Increased | 5.88% | 1.17% | $2.13B | 2026 Q1 |
| ZBH | 23,542,700 | $90.42 | Increased | 0.15% | 1.17% | $2.13B | 2026 Q1 |
| SBAC | 12,080,284 | $172.11 | Increased | 0.70% | 1.14% | $2.08B | 2026 Q1 |
| HUM | 11,380,673 | $173.39 | Increased | 0.80% | 1.09% | $1.97B | 2026 Q1 |
| AJG | 7,354,915 | $216.58 | Increased | 735.23% | 0.88% | $1.59B | 2026 Q1 |
| CARR | 26,622,273 | $56.31 | Increased | 98.36% | 0.82% | $1.5B | 2026 Q1 |
| CPNG | 72,008,120 | $18.88 | Increased | 46.26% | 0.75% | $1.36B | 2026 Q1 |
| LPLA | 4,146,547 | $300.83 | Increased | 5.00% | 0.69% | $1.25B | 2026 Q1 |
| ROP | 3,343,694 | $353.86 | Buy | 100.00% | 0.65% | $1.18B | 2026 Q1 |
| TRU | 16,189,511 | $69.19 | Increased | 64.49% | 0.62% | $1.12B | 2026 Q1 |
| CE | 15,345,910 | $65.77 | Increased | 0.27% | 0.56% | $1.01B | 2026 Q1 |
| CX | 85,236,570 | $11.44 | Increased | 0.52% | 0.54% | $975.11M | 2026 Q1 |
| BAX | 57,254,570 | $16.8 | Increased | 0.45% | 0.53% | $961.88M | 2026 Q1 |