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 Corp. (COF)
← All COF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 8,774,932 0.88 Reduce 4.24% 0.05 $174.98–259.64 · VW $207.34i $1,600,810,845 SEC
2025   Q4 9,163,067 1.20 Reduce 24.32% 0.34 $199.09–249.74 · VW $221.82i $2,220,760,918 SEC
2025   Q3 12,107,917 1.39 Reduce 5.82% 0.09 $203.63–232.45 · VW $218.57i $2,573,900,996 SEC
2025   Q2 12,856,456 1.54 Reduce 21.01% 0.35 $143.22–215.62 · VW $185.99i $2,735,339,579 SEC
2025   Q1 16,276,312 1.66 Reduce 5.84% 0.10 $159.91–210.67 · VW $190.28i $2,918,342,742 SEC
2024   Q4 17,284,997 1.79 Reduce 7.38% 0.12 $143.30–198.30 · VW $174.62i $3,082,260,665 SEC
2024   Q3 18,662,292 1.58 Reduce 6.40% 0.11 $128.23–154.18 · VW $144.98i $2,794,304,981 SEC
2024   Q2 19,939,018 1.66 Reduce 18.23% 0.38 $132.92–149.94 · VW $140.10i $2,760,557,042 SEC
2024   Q1 24,382,817 2.11 Reduce 3.32% 0.07 $123.23–149.28 · VW $137.16i $3,630,357,623 SEC
2023   Q4 25,220,598 2.10 Reduce 11.20% 0.21 $88.23–132.50 · VW $110.20i $3,306,924,810 SEC
2023   Q3 28,402,804 1.87 Reduce 18.18% 0.46 $94.72–118.96 · VW $107.05i $2,756,492,128 SEC
2023   Q2 34,714,415 2.54 Reduce 1.30% 0.03 $83.93–114.91 · VW $100.61i $3,796,715,569 SEC
2023   Q1 35,170,355 2.31 Reduce 0.57% 0.01 $86.84–123.09 · VW $106.05i $3,381,981,337 SEC
2022   Q4 35,372,196 2.26 Reduce 1.28% 0.03 $86.98–118.40 · VW $100.25i $3,288,199,340 SEC
2022   Q3 35,831,626 2.51 Add 1.05% 0.03 $90.27–116.55 · VW $105.06i $3,302,601,000 SEC
2022   Q2 35,457,571 2.57 Add 7.56% 0.18 $98.54–144.73 · VW $120.94i $3,694,324,000 SEC
2022   Q1 32,964,956 2.64 Add 0.53% 0.01 $122.43–162.40 · VW $144.34i $4,327,969,000 SEC
2021   Q4 32,790,861 2.96 Reduce 4.69% 0.17 $136.52–174.65 · VW $149.88i $4,757,626,000 SEC
2021   Q3 34,406,141 3.64 Reduce 3.13% 0.11 $149.45–177.95 · VW $162.35i $5,572,763,000 SEC
2021   Q2 35,517,841 3.60 Reduce 16.55% 0.64 $127.80–168.00 · VW $152.54i $5,494,255,000 SEC
2021   Q1 42,560,097 3.89 Reduce 15.06% 0.59 $96.98–134.70 · VW $115.85i $5,414,921,000 SEC
2020   Q4 50,103,507 3.93 Reduce 0.78% 0.03 $70.78–99.16 · VW $83.83i $4,952,732,000 SEC
2020   Q3 50,498,247 3.33 Add 6.37% 0.20 $57.30–77.50 · VW $66.97i $3,628,804,000 SEC
2020   Q2 47,473,473 2.74 Add 7.73% 0.20 $39.90–85.22 · VW $63.72i $2,971,365,000 SEC
2020   Q1 44,067,496 2.41 Add 8.83% 0.20 $38.00–107.59 · VW $75.99i $2,221,883,000 SEC
2019   Q4 40,491,327 3.20 Reduce 4.61% 0.15 $83.73–105.70 · VW $96.62i $4,166,962,000 SEC
2019   Q3 42,446,202 3.19 Add 2.54% 0.08 $82.63–98.62 · VW $90.45i $3,861,755,000 SEC
2019   Q2 41,392,870 3.05 Add 0.68% 0.02 $82.27–94.38 · VW $89.37i $3,755,989,000 SEC
2019   Q1 41,112,655 2.77 Add 8.95% 0.23 $74.39–85.87 · VW $81.03i $3,358,493,000 SEC
2018   Q4 37,735,829 2.63 Reduce 1.05% 0.03 $69.90–98.14 · VW $86.38i $2,852,451,000 SEC
2018   Q3 38,134,401 2.78 Reduce 11.90% 0.39 $91.93–101.26 · VW $96.71i $3,620,099,000 SEC
2018   Q2 43,286,662 3.24 Add 0.28% <0.01 $86.95–99.15 · VW $93.37i $3,978,044,000 SEC
2018   Q1 43,164,037 3.42 Reduce 1.51% 0.05 $88.75–106.50 · VW $99.09i $4,135,978,000 SEC
2017   Q4 43,826,372 3.46 Reduce 0.23% <0.01 $83.88–101.43 · VW $92.06i $4,364,230,000 SEC
2017   Q3 43,927,401 3.07 Reduce 1.00% 0.03 $76.98–88.24 · VW $83.11i $3,718,894,000 SEC
2017   Q2 44,371,017 3.18 Reduce 0.48% 0.02 $76.05–86.91 · VW $80.71i $3,665,933,000 SEC
2017   Q1 44,582,892 3.36 Reduce 1.39% 0.05 $81.32–96.92 · VW $89.02i $3,863,553,000 SEC
2016   Q4 45,211,452 3.57 Reduce 8.31% 0.28 $70.50–91.64 · VW $80.50i $3,944,247,000 SEC
2016   Q3 49,306,476 3.39 Add 0.15% <0.01 $59.66–72.77 · VW $68.64i $3,541,684,000 SEC
2016   Q2 49,231,610 3.21 Add 0.37% 0.01 $58.03–76.30 · VW $68.57i $3,126,700,000 SEC
2016   Q1 49,048,291 3.45 Add 0.33% 0.01 $58.49–71.39 · VW $65.79i $3,399,537,000 SEC
2015   Q4 48,888,414 3.60 Reduce 0.06% <0.01 $70.17–81.62 · VW $76.64i $3,528,766,000 SEC
2015   Q3 48,917,988 3.69 Add 5.42% 0.19 $67.73–92.10 · VW $78.46i $3,547,532,000 SEC
2015   Q2 46,402,688 3.82 Reduce 0.85% 0.03 $78.57–90.10 · VW $83.95i $4,082,044,000 SEC
2015   Q1 46,800,911 3.54 Add 0.76% 0.03 $72.77–83.24 · VW $77.72i $3,688,848,000 SEC
2014   Q4 46,449,361 3.70 Add 0.12% <0.01 $75.08–83.96 · VW $81.17i $3,834,395,000 SEC
2014   Q3 46,391,870 3.70 Reduce 0.45% 0.02 $77.70–85.39 · VW $81.57i $3,786,504,000 SEC
2014   Q2 46,602,075 3.77 Reduce 0.23% <0.01 $72.63–83.89 · VW $77.76i $3,849,331,000 SEC
2014   Q1 46,709,425 3.80 Reduce 0.21% <0.01 $67.86–78.49 · VW $73.42i $3,604,099,000 SEC
2013   Q4 46,807,942 3.86 Reduce 2.17% 0.08 $67.36–76.71 · VW $71.50i $3,585,956,000 SEC
2013   Q3 47,844,267 3.84 Reduce 0.76% 0.03 $63.09–70.00 · VW $67.01i $3,288,815,000 SEC
2013   Q2 48,210,515 3.69 Buy 3.69 $52.34–63.63 · VW $59.01i $3,028,102,000 SEC
2013   Q1 0 0.00 Sell 100.00% 3.87 $50.21–62.92 · VW $55.09i SEC
2012   Q4 48,554,603 3.87 Buy 3.87 $54.45–61.83 · VW $58.56i $2,812,768,000 SEC
2011   Q4 0 0.00 Sell 100.00% 3.11 $36.33–47.31 · VW $43.42i SEC
2011   Q3 52,252,706 3.11 Reduce 1.06% 0.03 $35.94–54.97 · VW $44.90i $2,070,775,000 SEC
2011   Q2 52,813,171 3.24 Reduce 3.64% 0.12 $47.33–56.26 · VW $52.54i $2,728,857,000 SEC
2011   Q1 54,806,159 3.30 Reduce 2.02% 0.06 $43.01–52.98 · VW $49.39i $2,847,728,000 SEC
2010   Q4 55,933,559 2.96 Reduce 0.34% 0.01 $36.10–42.95 · VW $38.91i $2,380,532,000 SEC
2010   Q3 56,125,551 2.94 Reduce 1.31% 0.04 $36.69–45.20 · VW $40.32i $2,219,766,000 SEC
2010   Q2 56,868,766 3.31 Reduce 0.21% <0.01 $37.71–47.73 · VW $42.47i $2,291,811,000 SEC
2010   Q1 56,989,366 2.95 Add 0.06% <0.01 $34.03–43.60 · VW $38.49i $2,359,930,000 SEC
2009   Q4 56,953,766 2.88 Reduce 0.41% 0.01 $32.56–42.90 · VW $38.02i $2,183,607,000 SEC
2009   Q3 57,187,906 2.75 Reduce 1.01% 0.02 $19.73–39.70 · VW $32.44i $2,043,324,000 SEC
2009   Q2 57,773,231 2.02 Add 24.36% 0.40 $11.56–31.80 · VW $20.98i $1,264,078,000 SEC
2009   Q1 46,457,231 1.09 Reduce 0.96% 0.02 $7.80–34.67 · VW $14.38i $568,637,000 SEC
2008   Q4 46,908,859 2.37 Reduce 0.59% 0.02 $23.28–51.74 · VW $35.61i $1,495,924,000 SEC
2008   Q3 47,185,026 2.82 Reduce 0.07% <0.01 $30.82–63.50 · VW $45.40i $2,406,436,000 SEC
2008   Q2 47,216,226 1.77 Reduce 0.09% <0.01 $37.31–57.68 · VW $47.38i $1,794,689,000 SEC
2008   Q1 47,256,724 2.22 Add 20.44% 0.38 $37.41–57.68 · VW $49.38i $2,325,976,000 SEC
2007   Q4 39,238,294 1.57 Add 17.98% 0.24 $44.40–73.55 · VW $56.15i $1,854,402,000 SEC
2007   Q3 33,259,708 1.71 Add 17.68% 0.26 $59.49–79.44 · VW $68.49i $2,209,442,000 SEC
2007   Q2 28,261,699 1.70 Add 13.13% 0.20 $70.24–82.25 · VW $76.57i $2,216,848,000 SEC
2007   Q1 24,982,614 1.57 Add 5.59% 0.08 $73.43–83.84 · VW $77.80i $1,885,188,000 SEC
2006   Q4 23,658,914 1.58 Add 4.01% 0.06 $74.00–83.00 · VW $78.00i $1,817,478,000 SEC
2006   Q3 22,747,551 1.71 Add 1.50% 0.03 $69.30–87.19 · VW $77.20i $1,789,322,000 SEC
2006   Q2 22,410,573 1.95 Reduce 0.72% 0.01 $80.41–87.50 · VW $84.43i $1,914,983,000 SEC
2006   Q1 22,573,965 1.90 Reduce 0.13% <0.01 $80.09–90.04 · VW $84.46i $1,817,656,000 SEC
2005   Q4 22,603,683 2.17 Add 6.40% 0.13 $71.15–88.56 · VW $79.96i $1,952,958,000 SEC
2005   Q3 21,243,245 1.96 Reduce 0.11% <0.01 $77.88–85.97 · VW $81.31i $1,689,263,000 SEC
2005   Q2 21,265,845 2.09 Add 1.07% 0.02 $69.09–80.52 · VW $74.56i $1,701,480,000 SEC
2005   Q1 21,039,945 1.94 Add 0.94% 0.02 $73.15–84.75 · VW $77.34i $1,573,157,000 SEC
2004   Q4 20,843,920 2.24 Add 0.85% 0.02 $67.62–84.45 · VW $76.89i $1,755,267,000 SEC
2004   Q3 20,669,180 2.23 Add 7.82% 0.16 $64.93–75.49 · VW $69.37i $1,527,452,000 SEC
2004   Q2 19,169,380 1.97 Buy 1.97 $61.15–77.67 · VW $68.66i $1,310,802,000 SEC
2003   Q4 0 0.00 Sell 100.00% 2.99 $55.15–64.25 · VW $59.99i SEC
2003   Q3 16,545,230 2.99 Add 12.23% 0.33 $44.51–62.02 · VW $52.27i $943,740,000 SEC
2003   Q2 14,742,830 2.22 Add 0.89% 0.02 $30.05–54.99 · VW $45.08i $725,052,000 SEC
2003   Q1 14,612,655 1.36 Add 41.11% 0.40 $24.91–39.70 · VW $31.41i $438,526,000 SEC
2002   Q4 10,355,805 0.95 Add 44.85% 0.29 $25.49–36.50 · VW $31.43i $307,775,000 SEC
2002   Q3 7,149,400 0.87 Buy 0.87 $24.05–61.10 · VW $36.88i $249,657,000 SEC
2002   Q2 0 0.00 Sell 100.00% <0.01 $52.00–66.50 · VW $60.67i SEC
2002   Q1 25,000 <0.01 Buy <0.01 $43.01–64.91 · VW $52.55i $1,596,000 SEC
Price snapshot:
Current price$203.02
Avg. buy price$68.25
+/- since buy197.48%
52-week low$174.23
52-week high$257.54