DODGXDODGE & COX STOCK I
CUSIP 256219106 · Yahoo Finance ↗ · Google Finance ↗
Dodge & Cox Stock I (DODGX) has 5 institutional holders in Filings Flow’s 13F database, together reporting 111.5K shares worth $1M as of Q1 2026. The largest reported holders are Ferguson Wellman Capital Management, Inc, Kelleher Financial Advisors, and Garton & Associates Financial Advisors LLC.
Institutional Holders
5
Q1 2026
Reported Value
$1M
Ticker
DODGX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC$122M AUM | 0.38% | $458,658 | 28.5K | Q1 2026 |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.20% | $785,209 | 48.8K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.03% | $2M | 131.2K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $221,075 | 816 | Q2 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $35,844 | 129 | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $62,634 | 3.8K | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $18,876 | 1.2K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $6,150 | 382 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.