Value investing giant Dodge & Cox significantly increased its position in Meta Platforms (META) by 29.41% during the second quarter of 2026, bringing its total holdings to 6.49 million shares. According to its 13F filing dated August 13, 2026, the firm's stake was valued at approximately $3.66 billion as of the end of June, representing 1.91% of its reported portfolio.
This disclosure is based on a quarterly report and reflects trading activity that occurred between April 1 and June 30, 2026. During that period, Meta reported a 28% year-over-year revenue increase but also saw a significant rise in expenses and capital expenditures related to its AI initiatives, which pressured its net income. Dodge & Cox is known for its long-term, value-oriented investment strategy.