STOCK TITAN

Dodge & Cox Reports 33.0M-Share Stake in V.F. Corp (NYSE: VFC)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Dodge & Cox amended a Schedule 13G/A to report beneficial ownership of 33,024,625 shares of V. F. Corporation common stock, representing 8.4% of the class. The filing shows 30,912,325 shares of sole voting power and 33,024,625 shares of sole dispositive power. The excerpt identifies Dodge & Cox Stock Fund with 20,755,300 shares ( 5.3% ). The filing is signed on 05/14/2026.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake reported by Dodge & Cox; position exceeds 5% thresholds.

Dodge & Cox lists beneficial ownership of 33,024,625 shares, or 8.4%, with sole dispositive authority over that position. The filing is an amendment to a Schedule 13G/A, indicating an institutional reporting disclosure rather than an active trading notice.

The position includes a named fund holding 20,755,300 shares (5.3%). Subsequent disclosures could show changes in holdings or voting intentions; timing and transaction details are not provided in the excerpt.

Filing attributes voting and dispositive powers and lists client interests.

The filing explicitly reports sole voting power of 30,912,325 shares and sole dispositive power of 33,024,625. It also states that clients of Dodge & Cox have the right to dividends and proceeds, consistent with pooled investment management disclosures.

The amendment is signed by the Chief Compliance Officer on 05/14/2026. No change-in-control intentions or planned transactions are stated in the provided excerpt.

Beneficially owned 33,024,625 shares reported in Schedule 13G/A amendment
Percent of class 8.4% percent of common stock reported
Sole voting power 30,912,325 shares shares with sole power to vote
Sole dispositive power 33,024,625 shares shares with sole power to dispose
Dodge & Cox Stock Fund holding 20,755,300 shares fund interest identified (5.3%)
CUSIP 918204108 V.F. Corporation common stock CUSIP
Signature date 05/14/2026 filing signed by Chief Compliance Officer
Schedule 13G/A regulatory
"Amendment No. 2 ) V. F. CORPORATION Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned regulatory
"Item 4. | Ownership (a) | Amount beneficially owned: 33,024,625"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"(iii) Sole power to dispose or to direct the disposition of: 33,024,625"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole voting power regulatory
"(i) Sole power to vote or to direct the vote: 30,912,325"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
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918204108

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Dodge & Cox
Signature:/S/ Katherine M. Primas
Name/Title:Chief Compliance Officer
Date:05/14/2026

FAQ

What stake does Dodge & Cox report in VFC?

Dodge & Cox reports beneficial ownership of 33,024,625 shares, equivalent to 8.4% of V.F. Corporation common stock, as shown in the Schedule 13G/A amendment.

How many shares does Dodge & Cox have voting power over?

30,912,325 shares are reported as shares over which Dodge & Cox has sole voting power, with 33,024,625 shares listed as sole dispositive power in the filing.

Does Dodge & Cox identify any fund-level holdings in VFC?

Yes. The filing names Dodge & Cox Stock Fund holding 20,755,300 shares, representing 5.3% of the class, as reported in the amendment.

When was the Schedule 13G/A amendment signed?

The amendment is signed by the Chief Compliance Officer, Katherine M. Primas, with the signature date of 05/14/2026, per the provided excerpt.