Number of Shares
15,329
Previous 10,173 50.68%
Holding current value
$503 Million
Previous $321 Million 56.41%
% of portfolio
0.22%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025

BUY
N/A
5,156 Added 50.68%
15,329 $503 Million
Q4 2024

Jan 16, 2025

BUY
N/A
10,173 New
10,173 $321 Million
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.