John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Capital One Financial (COF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 8,774,932 0.88 Reduce 4.24% 0.05 $182.43 $1,600,810,845 SEC
2025   Q4 9,163,067 1.20 Reduce 24.32% 0.34 $242.36 $2,220,760,918 SEC
2025   Q3 12,107,917 1.39 Reduce 5.82% 0.09 $212.58 $2,573,900,996 SEC
2025   Q2 12,856,456 1.54 Reduce 21.01% 0.35 $212.76 $2,735,339,579 SEC
2025   Q1 16,276,312 1.66 Reduce 5.84% 0.10 $179.30 $2,918,342,742 SEC
2024   Q4 17,284,997 1.79 Reduce 7.38% 0.12 $178.32 $3,082,260,665 SEC
2024   Q3 18,662,292 1.58 Reduce 6.40% 0.11 $149.73 $2,794,304,981 SEC
2024   Q2 19,939,018 1.66 Reduce 18.23% 0.38 $138.45 $2,760,557,042 SEC
2024   Q1 24,382,817 2.11 Reduce 3.32% 0.07 $148.89 $3,630,357,623 SEC
2023   Q4 25,220,598 2.10 Reduce 11.20% 0.21 $131.12 $3,306,924,810 SEC
2023   Q3 28,402,804 1.87 Reduce 18.18% 0.46 $97.05 $2,756,492,128 SEC
2023   Q2 34,714,415 2.54 Reduce 1.30% 0.03 $109.37 $3,796,715,569 SEC
2023   Q1 35,170,355 2.31 Reduce 0.57% 0.01 $96.16 $3,381,981,337 SEC
2022   Q4 35,372,196 2.26 Reduce 1.28% 0.03 $92.96 $3,288,199,340 SEC
2022   Q3 35,831,626 2.51 Add 1.05% 0.03 $92.17 $3,302,601,000 SEC
2022   Q2 35,457,571 2.57 Add 7.56% 0.18 $104.19 $3,694,324,000 SEC
2022   Q1 32,964,956 2.64 Add 0.53% 0.01 $131.29 $4,327,969,000 SEC
2021   Q4 32,790,861 2.96 Reduce 4.69% 0.17 $145.09 $4,757,626,000 SEC
2021   Q3 34,406,141 3.64 Reduce 3.13% 0.11 $161.97 $5,572,763,000 SEC
2021   Q2 35,517,841 3.60 Reduce 16.55% 0.64 $154.69 $5,494,255,000 SEC
2021   Q1 42,560,097 3.89 Reduce 15.06% 0.59 $127.23 $5,414,921,000 SEC
2020   Q4 50,103,507 3.93 Reduce 0.78% 0.03 $98.85 $4,952,732,000 SEC
2020   Q3 50,498,247 3.33 Add 6.37% 0.20 $71.86 $3,628,804,000 SEC
2020   Q2 47,473,473 2.74 Add 7.73% 0.20 $62.59 $2,971,365,000 SEC
2020   Q1 44,067,496 2.41 Add 8.83% 0.20 $50.42 $2,221,883,000 SEC
2019   Q4 40,491,327 3.20 Reduce 4.61% 0.15 $102.91 $4,166,962,000 SEC
2019   Q3 42,446,202 3.19 Add 2.54% 0.08 $90.98 $3,861,755,000 SEC
2019   Q2 41,392,870 3.05 Add 0.68% 0.02 $90.74 $3,755,989,000 SEC
2019   Q1 41,112,655 2.77 Add 8.95% 0.23 $81.69 $3,358,493,000 SEC
2018   Q4 37,735,829 2.63 Reduce 1.05% 0.03 $75.59 $2,852,451,000 SEC
2018   Q3 38,134,401 2.78 Reduce 11.90% 0.39 $94.93 $3,620,099,000 SEC
2018   Q2 43,286,662 3.24 Add 0.28% <0.01 $91.90 $3,978,044,000 SEC
2018   Q1 43,164,037 3.42 Reduce 1.51% 0.05 $95.82 $4,135,978,000 SEC
2017   Q4 43,826,372 3.46 Reduce 0.23% <0.01 $99.58 $4,364,230,000 SEC
2017   Q3 43,927,401 3.07 Reduce 1.00% 0.03 $84.66 $3,718,894,000 SEC
2017   Q2 44,371,017 3.18 Reduce 0.48% 0.02 $82.62 $3,665,933,000 SEC
2017   Q1 44,582,892 3.36 Reduce 1.39% 0.05 $86.66 $3,863,553,000 SEC
2016   Q4 45,211,452 3.57 Reduce 8.31% 0.28 $87.24 $3,944,247,000 SEC
2016   Q3 49,306,476 3.39 Add 0.15% <0.01 $71.83 $3,541,684,000 SEC
2016   Q2 49,231,610 3.21 Add 0.37% 0.01 $63.51 $3,126,700,000 SEC
2016   Q1 49,048,291 3.45 Add 0.33% 0.01 $69.31 $3,399,537,000 SEC
2015   Q4 48,888,414 3.60 Reduce 0.06% <0.01 $72.18 $3,528,766,000 SEC
2015   Q3 48,917,988 3.69 Add 5.42% 0.19 $72.52 $3,547,532,000 SEC
2015   Q2 46,402,688 3.82 Reduce 0.85% 0.03 $87.97 $4,082,044,000 SEC
2015   Q1 46,800,911 3.54 Add 0.76% 0.03 $78.82 $3,688,848,000 SEC
2014   Q4 46,449,361 3.70 Add 0.12% <0.01 $82.55 $3,834,395,000 SEC
2014   Q3 46,391,870 3.70 Reduce 0.45% 0.02 $81.62 $3,786,504,000 SEC
2014   Q2 46,602,075 3.77 Reduce 0.23% <0.01 $82.60 $3,849,331,000 SEC
2014   Q1 46,709,425 3.80 Reduce 0.21% <0.01 $77.16 $3,604,099,000 SEC
2013   Q4 46,807,942 3.86 Reduce 2.17% 0.08 $76.61 $3,585,956,000 SEC
2013   Q3 47,844,267 3.84 Reduce 0.76% 0.03 $68.74 $3,288,815,000 SEC
2013   Q2 48,210,515 3.69 Buy 3.69 $62.81 $3,028,102,000 SEC
2013   Q1 0 0.00 Sell 100.00% 3.87 SEC
2012   Q4 48,554,603 3.87 Buy 3.87 $57.93 $2,812,768,000 SEC
2011   Q4 0 0.00 Sell 100.00% 0.25 SEC
2011   Q3 52,252,706 0.25 Buy 0.25 $1.35 $70,775,000 SEC
2011   Q2 0 0.00 Sell 100.00% 3.30 SEC
2011   Q1 54,806,159 3.30 Reduce 2.02% 0.06 $51.96 $2,847,728,000 SEC
2010   Q4 55,933,559 2.96 Reduce 0.34% 0.01 $42.56 $2,380,532,000 SEC
2010   Q3 56,125,551 2.94 Reduce 1.31% 0.04 $39.55 $2,219,766,000 SEC
2010   Q2 56,868,766 3.31 Reduce 0.21% <0.01 $40.30 $2,291,811,000 SEC
2010   Q1 56,989,366 2.95 Add 0.06% <0.01 $41.41 $2,359,930,000 SEC
2009   Q4 56,953,766 2.88 Reduce 0.41% 0.01 $38.34 $2,183,607,000 SEC
2009   Q3 57,187,906 2.75 Reduce 1.01% 0.02 $35.73 $2,043,324,000 SEC
2009   Q2 57,773,231 2.02 Add 24.36% 0.40 $21.88 $1,264,078,000 SEC
2009   Q1 46,457,231 1.09 Reduce 0.96% 0.02 $12.24 $568,637,000 SEC
2008   Q4 46,908,859 2.37 Reduce 0.59% 0.02 $31.89 $1,495,924,000 SEC
2008   Q3 47,185,026 2.82 Reduce 0.07% <0.01 $51.00 $2,406,436,000 SEC
2008   Q2 47,216,226 1.77 Reduce 0.09% <0.01 $38.01 $1,794,689,000 SEC
2008   Q1 47,256,724 0.84 Add 20.44% 0.14 $6.90 $325,976,000 SEC
2007   Q4 39,238,294 2.68 Add 17.98% 0.41 $47.26 $1,854,402,000 SEC
2007   Q3 33,259,708 2.14 Add 17.68% 0.32 $66.43 $2,209,442,000 SEC
2007   Q2 28,261,699 1.70 Add 13.13% 0.20 $78.44 $2,216,848,000 SEC
2007   Q1 24,982,614 1.57 Buy 1.57 $75.46 $1,885,188,000 SEC
2006   Q4 0 0.00 Sell 100.00% 1.71 SEC
2006   Q3 22,747,551 1.71 Add 1.50% 0.03 $78.66 $1,789,322,000 SEC
2006   Q2 22,410,573 1.95 Reduce 0.72% 0.01 $85.45 $1,914,983,000 SEC
2006   Q1 22,573,965 1.90 Reduce 0.13% <0.01 $80.52 $1,817,656,000 SEC
2005   Q4 22,603,683 2.17 Add 6.40% 0.13 $86.40 $1,952,958,000 SEC
2005   Q3 21,243,245 2.25 Reduce 0.11% <0.01 $79.52 $1,689,263,000 SEC
2005   Q2 21,265,845 2.35 Add 1.07% 0.03 $80.01 $1,701,480,000 SEC
2005   Q1 21,039,945 1.94 Add 0.94% 0.02 $74.77 $1,573,157,000 SEC
2004   Q4 20,843,920 2.24 Add 0.85% 0.02 $84.21 $1,755,267,000 SEC
2004   Q3 20,669,180 2.23 Add 7.82% 0.16 $73.90 $1,527,452,000 SEC
2004   Q2 19,169,380 1.97 Buy 1.97 $68.38 $1,310,802,000 SEC
2002   Q4 0 0.00 Sell 100.00% 0.87 SEC
2002   Q3 7,149,400 0.87 Buy 0.87 $34.92 $249,657,000 SEC
2002   Q2 0 0.00 Sell 100.00% 0.01 SEC
2002   Q1 25,000 0.01 Buy 0.01 $63.84 $1,596,000 SEC