Number of Shares
207,899
Previous 212,372 2.11%
Holding current value
$5.22 Billion
Previous $5.33 Billion 1.95%
% of portfolio
1.19%
Previous 1.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

SELL
N/A
-4,473 Reduced 2.11%
207,899 $5.22 Billion
Q2 2025

Jul 15, 2025

BUY
N/A
212,372 New
212,372 $5.33 Billion
Track This Portfolio

Track Mc Carthy & Cox Portfolio

Follow Mc Carthy & Cox and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Carthy & Cox, based on Form 13F filings with the SEC.

News

Stay updated on Mc Carthy & Cox with notifications on news.