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Dodge & Cox and Capital World Investors: where the books meet

At Q2 2026, at least 20% of the two 13F books was the same, across 108 stocks both listed, against 21% 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%12%24%Q2 2013: 21%, 93 in bothQ3 2013: 22%, 96 in bothQ4 2013: 24%, 95 in bothQ1 2014: 24%, 96 in both14Q2 2014: 22%, 92 in bothQ3 2014: 22%, 107 in bothQ4 2014: 23%, 102 in bothQ1 2015: 22%, 101 in both15Q2 2015: 23%, 99 in bothQ3 2015: 23%, 102 in bothQ4 2015: 21%, 101 in bothQ1 2016: 19%, 103 in both16Q2 2016: 19%, 99 in bothQ3 2016: 19%, 101 in bothQ4 2016: 23%, 110 in bothQ1 2017: 22%, 100 in both17Q2 2017: 21%, 101 in bothQ3 2017: 21%, 95 in bothQ4 2017: 21%, 91 in bothQ1 2018: 21%, 94 in both18Q2 2018: 19%, 93 in bothQ3 2018: 17%, 112 in bothQ4 2018: 16%, 98 in bothQ1 2019: 16%, 101 in both19Q2 2019: 15%, 98 in bothQ3 2019: 14%, 99 in bothQ4 2019: 15%, 103 in bothQ1 2020: 15%, 101 in both20Q2 2020: 15%, 106 in bothQ3 2020: 14%, 101 in bothQ4 2020: 14%, 100 in bothQ1 2021: 14%, 105 in both21Q2 2021: 14%, 105 in bothQ3 2021: 15%, 104 in bothQ4 2021: 15%, 103 in bothQ1 2022: 16%, 102 in both22Q2 2022: 17%, 100 in bothQ3 2022: 18%, 97 in bothQ4 2022: 18%, 90 in bothQ1 2023: 18%, 97 in both23Q2 2023: 17%, 94 in bothQ3 2023: 18%, 94 in bothQ4 2023: 18%, 94 in bothQ1 2024: 17%, 95 in both24Q2 2024: 19%, 101 in bothQ3 2024: 18%, 101 in bothQ4 2024: 18%, 104 in bothQ1 2025: 17%, 105 in both25Q2 2025: 18%, 105 in bothQ3 2025: 18%, 106 in bothQ4 2025: 18%, 105 in bothQ1 2026: 19%, 107 in both26Q2 2026: 20%, 108 in both
  • Q2 2013: 21%, 93 in both
  • Q3 2013: 22%, 96 in both
  • Q4 2013: 24%, 95 in both
  • Q1 2014: 24%, 96 in both
  • Q2 2014: 22%, 92 in both
  • Q3 2014: 22%, 107 in both
  • Q4 2014: 23%, 102 in both
  • Q1 2015: 22%, 101 in both
  • Q2 2015: 23%, 99 in both
  • Q3 2015: 23%, 102 in both
  • Q4 2015: 21%, 101 in both
  • Q1 2016: 19%, 103 in both
  • Q2 2016: 19%, 99 in both
  • Q3 2016: 19%, 101 in both
  • Q4 2016: 23%, 110 in both
  • Q1 2017: 22%, 100 in both
  • Q2 2017: 21%, 101 in both
  • Q3 2017: 21%, 95 in both
  • Q4 2017: 21%, 91 in both
  • Q1 2018: 21%, 94 in both
  • Q2 2018: 19%, 93 in both
  • Q3 2018: 17%, 112 in both
  • Q4 2018: 16%, 98 in both
  • Q1 2019: 16%, 101 in both
  • Q2 2019: 15%, 98 in both
  • Q3 2019: 14%, 99 in both
  • Q4 2019: 15%, 103 in both
  • Q1 2020: 15%, 101 in both
  • Q2 2020: 15%, 106 in both
  • Q3 2020: 14%, 101 in both
  • Q4 2020: 14%, 100 in both
  • Q1 2021: 14%, 105 in both
  • Q2 2021: 14%, 105 in both
  • Q3 2021: 15%, 104 in both
  • Q4 2021: 15%, 103 in both
  • Q1 2022: 16%, 102 in both
  • Q2 2022: 17%, 100 in both
  • Q3 2022: 18%, 97 in both
  • Q4 2022: 18%, 90 in both
  • Q1 2023: 18%, 97 in both
  • Q2 2023: 17%, 94 in both
  • Q3 2023: 18%, 94 in both
  • Q4 2023: 18%, 94 in both
  • Q1 2024: 17%, 95 in both
  • Q2 2024: 19%, 101 in both
  • Q3 2024: 18%, 101 in both
  • Q4 2024: 18%, 104 in both
  • Q1 2025: 17%, 105 in both
  • Q2 2025: 18%, 105 in both
  • Q3 2025: 18%, 106 in both
  • Q4 2025: 18%, 105 in both
  • Q1 2026: 19%, 107 in both
  • Q2 2026: 20%, 108 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 & CoxCapital World Investors
Microsoft Corp(MSFT)2.5%Added2.4%Trimmed
Alphabet Inc(GOOGL)2.0%Added3.1%Added
Facebook Inc(META)1.9%Added2.7%Trimmed
Alphabet Inc(GOOG)2.2%Trimmed1.8%Trimmed
Amazon.com Inc(AMZN)2.1%Added1.7%Added
Unitedhealth Group Inc(UNH)2.0%Trimmed1.5%Added
Visa Inc(V)1.0%Added1.1%Added
CVS Health Corp(CVS)2.7%Trimmed0.9%Trimmed
Gilead Sciences Inc(GILD)1.6%Trimmed0.6%Trimmed
Aon PLC(AON)1.5%Added0.5%Added
Booking Holdings Inc(BKNG)2.4%Added0.4%Added
Brookfield Corp.(BN)1.4%Added0.4%Trimmed
Thermo Fisher Scientific Inc(TMO)0.8%Added0.4%Trimmed
Taiwan Semiconductor Manufacturing Co., Ltd.(TSM)0.4%Added1.9%Added
Arthur J Gallagher & Co.(AJG)1.1%Added0.3%Trimmed
Baker Hughes a GE Co(BKR)1.0%Trimmed0.3%Trimmed
Alnylam Pharmaceuticals Inc(ALNY)0.3%Added0.4%Added
Comcast Corp-class A(CMCSA)1.5%Added0.3%Trimmed
Raytheon Technologies Corp(RTX)3.5%Trimmed0.2%Trimmed
Credicorp Ltd(BAP)0.5%Trimmed0.2%Added

and 88 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.

  • Facebook Inc(META)Dodge & Cox added; Capital World Investors trimmed
  • Microsoft Corp(MSFT)Dodge & Cox added; Capital World Investors trimmed
  • Eli Lilly & Co(LLY)Dodge & Cox trimmed; Capital World Investors added
  • Unitedhealth Group Inc(UNH)Dodge & Cox trimmed; Capital World Investors added
  • Apple Inc(AAPL)Dodge & Cox trimmed; Capital World Investors added
  • Union Pacific Corp(UNP)Dodge & Cox trimmed; Capital World Investors added
  • Ge Vernova Inc(GEV)Dodge & Cox trimmed; Capital World Investors added
  • General Electric Co(GE)Dodge & Cox trimmed; Capital World Investors added
  • G0593m107(AZN)Dodge & Cox trimmed; Capital World Investors added
  • Humana, Inc.(HUM)Dodge & Cox trimmed; Capital World Investors added
  • Corteva Inc(CTVA)Dodge & Cox trimmed; Capital World Investors added
  • Brookfield Corp.(BN)Dodge & Cox added; Capital World Investors trimmed
Dodge & Cox: the recordCapital World Investors: the record

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