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← Dodge & Cox, its record

Dodge & Cox and AllianceBernstein LP: where the books meet

At Q2 2026, at least 19% of the two 13F books was the same, across 110 stocks both listed, against 18% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%9%19%Q2 2013: 18%, 113 in bothQ3 2013: 18%, 116 in bothQ4 2013: 18%, 115 in bothQ1 2014: 18%, 115 in both14Q2 2014: 17%, 117 in bothQ3 2014: 18%, 133 in bothQ4 2014: 18%, 130 in bothQ1 2015: 17%, 124 in both15Q2 2015: 18%, 121 in bothQ3 2015: 18%, 124 in bothQ4 2015: 17%, 118 in bothQ1 2016: 17%, 126 in both16Q2 2016: 17%, 118 in bothQ3 2016: 16%, 118 in bothQ4 2016: 17%, 118 in bothQ1 2017: 16%, 113 in both17Q2 2017: 16%, 109 in bothQ3 2017: 16%, 109 in bothQ4 2017: 17%, 106 in bothQ1 2018: 16%, 106 in both18Q2 2018: 16%, 101 in bothQ3 2018: 17%, 113 in bothQ4 2018: 18%, 111 in bothQ1 2019: 17%, 111 in both19Q2 2019: 17%, 112 in bothQ3 2019: 17%, 113 in bothQ4 2019: 17%, 113 in bothQ1 2020: 15%, 102 in both20Q2 2020: 16%, 112 in bothQ3 2020: 15%, 103 in bothQ4 2020: 14%, 101 in bothQ1 2021: 14%, 105 in both21Q2 2021: 14%, 103 in bothQ3 2021: 13%, 103 in bothQ4 2021: 14%, 105 in bothQ1 2022: 14%, 107 in both22Q2 2022: 15%, 111 in bothQ3 2022: 15%, 107 in bothQ4 2022: 15%, 104 in bothQ1 2023: 15%, 106 in both23Q2 2023: 15%, 102 in bothQ3 2023: 15%, 102 in bothQ4 2023: 16%, 110 in bothQ1 2024: 15%, 104 in both24Q2 2024: 16%, 112 in bothQ3 2024: 15%, 110 in bothQ4 2024: 15%, 108 in bothQ1 2025: 14%, 112 in both25Q2 2025: 14%, 109 in bothQ3 2025: 14%, 112 in bothQ4 2025: 14%, 108 in bothQ1 2026: 14%, 112 in both26Q2 2026: 19%, 110 in both
  • Q2 2013: 18%, 113 in both
  • Q3 2013: 18%, 116 in both
  • Q4 2013: 18%, 115 in both
  • Q1 2014: 18%, 115 in both
  • Q2 2014: 17%, 117 in both
  • Q3 2014: 18%, 133 in both
  • Q4 2014: 18%, 130 in both
  • Q1 2015: 17%, 124 in both
  • Q2 2015: 18%, 121 in both
  • Q3 2015: 18%, 124 in both
  • Q4 2015: 17%, 118 in both
  • Q1 2016: 17%, 126 in both
  • Q2 2016: 17%, 118 in both
  • Q3 2016: 16%, 118 in both
  • Q4 2016: 17%, 118 in both
  • Q1 2017: 16%, 113 in both
  • Q2 2017: 16%, 109 in both
  • Q3 2017: 16%, 109 in both
  • Q4 2017: 17%, 106 in both
  • Q1 2018: 16%, 106 in both
  • Q2 2018: 16%, 101 in both
  • Q3 2018: 17%, 113 in both
  • Q4 2018: 18%, 111 in both
  • Q1 2019: 17%, 111 in both
  • Q2 2019: 17%, 112 in both
  • Q3 2019: 17%, 113 in both
  • Q4 2019: 17%, 113 in both
  • Q1 2020: 15%, 102 in both
  • Q2 2020: 16%, 112 in both
  • Q3 2020: 15%, 103 in both
  • Q4 2020: 14%, 101 in both
  • Q1 2021: 14%, 105 in both
  • Q2 2021: 14%, 103 in both
  • Q3 2021: 13%, 103 in both
  • Q4 2021: 14%, 105 in both
  • Q1 2022: 14%, 107 in both
  • Q2 2022: 15%, 111 in both
  • Q3 2022: 15%, 107 in both
  • Q4 2022: 15%, 104 in both
  • Q1 2023: 15%, 106 in both
  • Q2 2023: 15%, 102 in both
  • Q3 2023: 15%, 102 in both
  • Q4 2023: 16%, 110 in both
  • Q1 2024: 15%, 104 in both
  • Q2 2024: 16%, 112 in both
  • Q3 2024: 15%, 110 in both
  • Q4 2024: 15%, 108 in both
  • Q1 2025: 14%, 112 in both
  • Q2 2025: 14%, 109 in both
  • Q3 2025: 14%, 112 in both
  • Q4 2025: 14%, 108 in both
  • Q1 2026: 14%, 112 in both
  • Q2 2026: 19%, 110 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockDodge & CoxAllianceBernstein LP
Microsoft Corp(MSFT)2.5%Added3.2%Trimmed
Booking Holdings Inc(BKNG)2.4%Added2.6%Added
Alphabet Inc(GOOG)2.2%Trimmed3.5%Trimmed
Amazon.com Inc(AMZN)2.1%Added2.6%Trimmed
Facebook Inc(META)1.9%Added2.3%Trimmed
Alphabet Inc(GOOGL)2.0%Added1.1%Added
Visa Inc(V)1.0%Added1.8%Trimmed
Unitedhealth Group Inc(UNH)2.0%Trimmed0.7%Added
Raytheon Technologies Corp(RTX)3.5%Trimmed0.6%Added
Taiwan Semiconductor Manufacturing Co., Ltd.(TSM)0.4%Added0.8%Trimmed
Schwab (charles) Corp(SCHW)3.7%Added0.3%Trimmed
Wells Fargo & Co(WFC)1.4%Added0.3%Added
Thermo Fisher Scientific Inc(TMO)0.8%Added0.3%Trimmed
American Electric Power Co., Inc.(AEP)0.6%Trimmed0.2%Added
G54950103(LIN)0.4%Held0.2%Added
Gilead Sciences Inc(GILD)1.6%Trimmed0.2%Trimmed
T-Mobile US Inc(TMUS)0.6%Added0.2%Trimmed
Medtronic PLC(MDT)0.3%Added0.2%Trimmed
Capital One Financial Corp(COF)1.0%Added0.2%Added
LPL Financial Holdings, Inc.(LPLA)0.7%Added0.1%Trimmed

and 90 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Apple Inc(AAPL)Dodge & Cox trimmed; AllianceBernstein LP added
  • Microsoft Corp(MSFT)Dodge & Cox added; AllianceBernstein LP trimmed
  • Amazon.com Inc(AMZN)Dodge & Cox added; AllianceBernstein LP trimmed
  • Schwab (charles) Corp(SCHW)Dodge & Cox added; AllianceBernstein LP trimmed
  • Facebook Inc(META)Dodge & Cox added; AllianceBernstein LP trimmed
  • Raytheon Technologies Corp(RTX)Dodge & Cox trimmed; AllianceBernstein LP added
  • Visa Inc(V)Dodge & Cox added; AllianceBernstein LP trimmed
  • CVS Health Corp(CVS)Dodge & Cox trimmed; AllianceBernstein LP added
  • Unitedhealth Group Inc(UNH)Dodge & Cox trimmed; AllianceBernstein LP added
  • TE Connectivity PLC(TEL)Dodge & Cox added; AllianceBernstein LP trimmed
  • Regeneron Pharmaceuticals Inc(REGN)Dodge & Cox added; AllianceBernstein LP trimmed
  • Comcast Corp-class A(CMCSA)Dodge & Cox added; AllianceBernstein LP trimmed
Dodge & Cox: the recordAllianceBernstein LP: the record

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