What did Dodge & Cox Funds actually do?

A source-backed history of material decisions from Dodge & Cox Funds. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 23
Stocks observed: 16
Outcomes observed: 23

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 13, 2026
44d lag
METAADD+29.4%
Dodge & Cox Funds · 1.9% of reported portfolio
Original SEC filing ↗
+24.1% vs SPY
35 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 13, 2026
44d lag
VADD+630554.9%
Dodge & Cox Funds · 1.0% of reported portfolio
Original SEC filing ↗
-0.3% vs SPY
35 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 13, 2026
44d lag
TMOADD+11767.4%
Dodge & Cox Funds · 0.8% of reported portfolio
Original SEC filing ↗
+12.0% vs SPY
35 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 13, 2026
44d lag
TSMADD+1236.5%
Dodge & Cox Funds · 0.4% of reported portfolio
Original SEC filing ↗
+11.8% vs SPY
35 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 13, 2026
44d lag
ADBEADD+24.8%
Dodge & Cox Funds · 0.3% of reported portfolio
Original SEC filing ↗
-9.4% vs SPY
35 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
MSFTADD+60.7%
Dodge & Cox Funds · 2.4% of reported portfolio
Original SEC filing ↗
+12.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
FISVADD+28.1%
Dodge & Cox Funds · 1.8% of reported portfolio
Original SEC filing ↗
-21.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
METAADD+26.7%
Dodge & Cox Funds · 1.8% of reported portfolio
Original SEC filing ↗
-12.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
AONADD+126.6%
Dodge & Cox Funds · 1.5% of reported portfolio
Original SEC filing ↗
-11.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
COFTRIM-24.3%
Dodge & Cox Funds · 1.4% of reported portfolio
Original SEC filing ↗
-17.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
BACTRIM-86.9%
Dodge & Cox Funds · 0.4% of reported portfolio
Original SEC filing ↗
-13.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
ADBEADD+35.8%
Dodge & Cox Funds · 0.4% of reported portfolio
Original SEC filing ↗
-13.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
PDDNEWNEW
Dodge & Cox Funds · 0.3% of reported portfolio
Original SEC filing ↗
-14.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 13, 2025
44d lag
WFCTRIM-23.4%
Dodge & Cox Funds · 2.3% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 13, 2025
44d lag
AONNEWNEW
Dodge & Cox Funds · 0.7% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 13, 2025
44d lag
ADBEADD+8006.6%
Dodge & Cox Funds · 0.3% of reported portfolio
Original SEC filing ↗
-23.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
COFTRIM-21.0%
Dodge & Cox Funds · 1.7% of reported portfolio
Original SEC filing ↗
-6.1% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
UNHADD+117.7%
Dodge & Cox Funds · 1.5% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
BMYTRIM-35.3%
Dodge & Cox Funds · 0.5% of reported portfolio
Original SEC filing ↗
-2.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
BABATRIM-21.8%
Dodge & Cox Funds · 0.7% of reported portfolio
Original SEC filing ↗
-9.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
BACTRIM-32.4%
Dodge & Cox Funds · 0.8% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 13, 2025
44d lag
GOOGTRIM-27.2%
Dodge & Cox Funds · 2.4% of reported portfolio
Original SEC filing ↗
-8.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 13, 2025
44d lag
BACTRIM-41.6%
Dodge & Cox Funds · 1.2% of reported portfolio
Original SEC filing ↗
-2.0% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.