Dodge & Cox
ADM icon

Dodge & Cox’s Archer Daniels Midland ADM Stock Holding History

Dodge & Cox’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08B Sell
14,182,325
-1,574,815
-10% -$120M 0.57% 60
2026
Q1 		$1.15B Sell
15,757,140
-1,327,505
-8% -$89.6M 0.63% 61
2025
Q4 		$982M Buy
17,084,645
+2,016,101
+13% +$120M 0.53% 60
2025
Q3 		$900M Buy
15,068,544
+8,518,920
+130% +$498M 0.49% 63
2025
Q2 		$346M Buy
+6,549,624
New +$319M 0.19% 91

Other funds holding ADM

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox's ADM Position: Q2 2026 in Review

Dodge & Cox reduced its Archer Daniels Midland (ADM) stake by 10% in Q2 2026, selling an estimated $120M and leaving 14,182,325 shares worth $1.08B. The position accounts for 0.57% of the portfolio, ranked #60.

Dodge & Cox first reported a position in ADM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15B in Q1 2026. 1,158 funds tracked by Wall St. Rank hold ADM as of Q2 2026.

  • Dodge & Cox held 14,182,325 shares of Archer Daniels Midland worth $1.08B as of Q2 2026.
  • Dodge & Cox sold 1,574,815 Archer Daniels Midland shares in Q2 2026, an estimated $120M.
  • Archer Daniels Midland made up 0.57% of Dodge & Cox's portfolio in Q2 2026, its #60 holding.
  • Dodge & Cox first reported a position in Archer Daniels Midland in Q2 2025 and has held it in 5 quarters since.
  • Dodge & Cox's Archer Daniels Midland position peaked at $1.15B in Q1 2026.
  • 1,158 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.