SCHEDULE: Dodge & Cox Discloses 8.4% Stake in V.F. Corporation

Dodge & Cox has reported a beneficial ownership of 33,024,625 shares, representing 8.4% of V.F. Corporation's common stock, as of March 31, 2026.

Summary

• Dodge & Cox, an investment management firm, has filed a Schedule 13G, indicating their beneficial ownership of V.F. Corporation's common stock.
• As of March 31, 2026, Dodge & Cox beneficially owns 33,024,625 shares of V.F. Corporation's common stock.
• This holding represents 8.4% of the total class of securities.
• Dodge & Cox has sole voting power over 30,912,325 shares and sole dispositive power over 33,024,625 shares.
• The filing clarifies that clients of Dodge & Cox, including investment companies and managed accounts, have the right to receive dividends and proceeds from the sale of these securities.
• Specifically, the Dodge & Cox Stock Fund, an investment company, holds 5.3% of the reported securities.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by an investment firm and does not inherently signal positive or negative performance for the company.

Positives

• Dodge & Cox, a significant investment firm, has taken a substantial stake in V.F. Corporation, signaling confidence in the company's value.
• The Dodge & Cox Stock Fund's 5.3% holding indicates a focused investment within a specific managed account.

Future Outlook

This filing is a disclosure of current ownership and does not contain forward-looking statements or guidance from V.F. Corporation.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors disclosing significant stakes in public companies. Dodge & Cox's filing indicates a notable investment in the apparel and footwear sector, where V.F. Corporation operates.

Stakeholder Impact

• Shareholders: The filing indicates a significant investment by a major asset manager, which could be perceived positively by the market.
• Investment Community: This disclosure provides transparency regarding institutional ownership, aiding in market analysis.

Key Dates

Keywords

Schedule 13G, Dodge & Cox, V.F. Corporation, Beneficial Ownership, Common Stock, Investment Management, Securities Filing, SEC Filing