No immediate price impact expected. Monitor for any future activist activity or additional stake changes by Dodge & Co. The 20-F annual report filed 56 days ago provides context for GSK's financial position but is not directly relevant to this holding notification.
Price Chart
Executive Summary
Dodge & Co filed a TR-1 notification disclosing a 4.93% voting rights stake in GSK plc as of April 28, 2026, crossing the UK notification threshold. The filing is a routine passive holding disclosure with no activist intent or material change in business fundamentals.
Key Facts
- Dodge & Co now holds 4.93% of GSK voting rights (200,296,898 shares) as of April 28, 2026.
- The stake consists of 88,958,040 ordinary shares (2.19%) and 111,338,858 ADRs (2.74%).
- No financial instruments (derivatives) are held.
- Previous position not disclosed in the filing, suggesting this is a new crossing of the 5% threshold.
Financial Impact
No financial figures disclosed in the filing.
Risk Factors
- Potential future activist engagement if Dodge & Co increases stake or seeks board representation.
- No material risks identified from this routine holding disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001654954-26-004250 |
| Document: 0001654954-26-004250-index-headers.html | 0001654954-26-004250 |
| Document: 0001654954-26-004250-index.html | 0001654954-26-004250 |
| Document: 0001654954-26-004250.txt | 0001654954-26-004250 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 10, 2026 19w ago | 6-K | $25.12 $25.25 | ▲ +0.52% | ▼ −1.62% | $26.12 (+3.98%) |
Jun 9, 2026 19w ago | 6-K | $24.66 $25.50 | ▲ +3.41% | ▲ +1.60% | $26.12 (+5.92%) |
Jun 9, 2026 19w ago | 6-K | $24.66 $25.50 | ▲ +3.41% | ▲ +1.60% | $26.12 (+5.92%) |
Jun 1, 2026 21w ago | 6-K | $24.25 $24.66 | ▲ +1.69% | ▲ +4.44% | $26.12 (+7.71%) |
Jun 1, 2026 21w ago | 6-K | $24.25 $24.66 | ▲ +1.69% | ▲ +4.44% | $26.12 (+7.71%) |
May 28, 2026 21w ago | 6-K | $24.58 $24.66 | ▲ +0.33% | ▲ +0.01% | $26.12 (+6.27%) |
May 27, 2026 21w ago | 6-K | $25.57 $23.94 | ▼ −6.37% | ▼ −7.58% | $26.12 (+2.15%) |
May 26, 2026 21w ago | 6-K | $25.50 $24.25 | ▼ −4.90% | ▼ −5.99% | $26.12 (+2.43%) |
May 26, 2026 21w ago | 6-K | $25.50 $24.25 | ▼ −4.90% | ▼ −5.99% | $26.12 (+2.43%) |
May 22, 2026 22w ago | 6-K | $26.00 $24.25 | ▼ −6.73% | ▼ −8.39% | $26.12 (+0.46%) |
US Market Status
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