Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,030 | -49 | -4.5% | 0.12% | $533K | $515.81 |
| 2025 Q2 | ADDED | 1,079 | +48 | +4.7% | 0.14% | $537K | $494.54 |
| 2025 Q1 | REDUCED | 1,031 | -99 | -8.8% | 0.17% | $387K | $372.54 |
| 2024 Q4 | ADDED | 1,130 | +5 | +0.4% | 0.17% | $476K | $417.46 |
| 2024 Q3 | ADDED | 1,125 | +42 | +3.9% | 0.19% | $484K | $425.32 |
| 2024 Q2 | REDUCED | 1,083 | -728 | -40.2% | 0.19% | $484K | $440.99 |
| 2024 Q1 | INITIATED | 1,811 | — | — | 0.29% | $762K | — |
As of 2025 Q4 — sorted by position size