SCHEDULE: Dodge & Cox Maintains 5.7% Stake in VF Corp

Dodge & Cox reports maintaining a 5.7% beneficial ownership in V. F. CORPORATION's common stock as of June 30, 2026.

Summary

• Dodge & Cox has filed an amended Schedule 13G, reporting its beneficial ownership of V. F. CORPORATION common stock.
• As of June 30, 2026, Dodge & Cox beneficially owns 22,406,175 shares, representing 5.7% of the class.
• This ownership includes sole voting power over 21,026,525 shares and sole dispositive power over 22,406,175 shares.
• The filing confirms that these securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, indicating a significant but stable institutional holding without immediate implications for control changes.

Positives

• Dodge & Cox, a significant institutional investor, maintains a substantial stake in V. F. CORPORATION, suggesting continued confidence in the company's long-term prospects.
• The filing clarifies that the shares are held in the ordinary course of business, indicating a passive investment strategy rather than an activist one.

Negatives

• No specific negative financial or operational information is presented in this filing, as it is a disclosure of ownership rather than a financial performance report.

Risks

• The filing does not explicitly mention any new risks. However, the concentration of ownership by a single entity could be a factor in future corporate actions or shareholder votes.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding future financial performance. It is a disclosure of current ownership status.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that institutional ownership filings like this are common and reflect the ongoing role of investment managers in public markets. Dodge & Cox is a well-established asset manager, and their holdings are closely watched by the market.

Comparison to Industry Standards

• As a Schedule 13G filing, this document is a standard disclosure for significant institutional investors. The 5.7% ownership stake is substantial and places Dodge & Cox among the larger institutional holders of V. F. CORPORATION stock.
• Industry standards for Schedule 13G filings require reporting beneficial ownership exceeding 5% of a class of securities. Dodge & Cox meets this threshold and provides the required details on voting and dispositive power.

Stakeholder Impact

• Shareholders: The continued significant holding by Dodge & Cox may provide a degree of stability to the stock price and signal institutional confidence.
• Management: The filing confirms that Dodge & Cox is not seeking to influence control, which may be viewed positively by current management.

Next Steps

• Dodge & Cox will continue to hold its shares in V. F. CORPORATION, subject to its investment strategy and market conditions.
• Future amendments to this Schedule 13G will be filed if there are material changes in beneficial ownership.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, Institutional Investor, V. F. CORPORATION, Dodge & Cox, Common Stock, Investment Management