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McCarthy & Cox: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy & Cox on BRK-B, newest first. How the timeline and the estimate are built.

McCarthy & Cox held 500 BRK-B shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 500 shares
    Change vs previous 13F -1,077 shares

    3.05% of the 13F portfolio, value $251,325.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 1,577 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $792,871.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,577 shares
    Change vs previous 13F -73 shares

    0.2% of the 13F portfolio, value $766,108.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,650 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $878,491.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 1,650 shares
    Change vs previous 13F -62 shares

    0.26% of the 13F portfolio, value $747,685.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 1,712 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $787,735.

    13F-HR 0001085146-24-004832 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).