McCarthy & Cox’s Tesla TSLA Stock Holding History

McCarthy & Cox’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-540	Closed	-$240K	–	66
2025 Q3	$240K	Sell	540 -180	-25%	-$62.4K	0.05%	61
2025 Q2	$229K	Buy	+720	New	+$217K	0.06%	60
2025 Q1	–	Sell	-667	Closed	-$269K	–	68
2024 Q4	$269K	Buy	+667	New	+$215K	0.09%	53

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McCarthy & Cox's TSLA Position: Q4 2025 in Review

McCarthy & Cox sold out of Tesla (TSLA) in Q4 2025, closing a stake of 540 shares — an estimated $240K sold.

McCarthy & Cox first reported a position in TSLA in Q4 2024 and held it in 3 quarters. The position peaked at $269K in Q4 2024. 4,334 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

McCarthy & Cox reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 540 Tesla shares in Q4 2025, an estimated $240K.
McCarthy & Cox first reported a position in Tesla in Q4 2024 and held it in 3 quarters.
McCarthy & Cox's Tesla position peaked at $269K in Q4 2024.
4,334 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.