Consolidated Capital Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.52M Buy
28,176
+2,435
+9% +$783K 2.75% 19
2025
Q4
$9.03M Buy
25,741
+265
+1% +$90.3K 2.73% 11
2025
Q3
$8.7M Buy
25,476
+593
+2% +$205K 3.08% 11
2025
Q2
$8.83M Buy
24,883
+148
+0.6% +$51.6K 3.19% 11
2025
Q1
$8.67M Sell
24,735
-4,134
-14% -$1.4M 3.6% 10
2024
Q4
$9.12M Sell
28,869
-322
-1% -$96.8K 3.98% 11
2024
Q3
$8.03M Sell
29,191
-8,582
-23% -$2.32M 3.5% 12
2024
Q2
$9.91M Buy
37,773
+829
+2% +$227K 4.74% 9
2024
Q1
$10.3M Sell
36,944
-573
-2% -$158K 4.94% 8
2023
Q4
$9.77M Sell
37,517
-1,939
-5% -$478K 5.21% 8
2023
Q3
$9.08M Sell
39,456
-688
-2% -$165K 4.81% 7
2023
Q2
$9.53M Sell
40,144
-227
-0.6% -$52K 4.68% 7
2023
Q1
$9.1M Sell
40,371
-4,260
-10% -$948K 4.9% 7
2022
Q4
$9.27M Sell
44,631
-1,045
-2% -$211K 5.53% 3
2022
Q3
$8.11M Sell
45,676
-4,450
-9% -$906K 5.1% 4
2022
Q2
$9.87M Sell
50,126
-1,977
-4% -$409K 5.92% 3
2022
Q1
$11.6M Sell
52,103
-2,966
-5% -$641K 5.23% 6
2021
Q4
$11.9M Buy
55,069
+624
+1% +$134K 5.29% 5
2021
Q3
$12.1M Buy
54,445
+280
+0.5% +$65.7K 5.7% 4
2021
Q2
$12.7M Buy
54,165
+919
+2% +$210K 5.85% 3
2021
Q1
$11.3M Sell
53,246
-5,919
-10% -$1.25M 5.62% 3
2020
Q4
$12.9M Sell
59,165
-13,770
-19% -$2.82M 8.27% 3
2020
Q3
$14.6M Buy
72,935
+798
+1% +$159K 7.64% 3
2020
Q2
$13.9M Sell
72,137
-7,452
-9% -$1.36M 8.28% 3
2020
Q1
$12.8M Buy
79,589
+1,188
+2% +$224K 10.07% 1
2019
Q4
$14.7M Buy
78,401
+392
+0.5% +$70.6K 9.81% 1
2019
Q3
$13.4M Sell
78,009
-5,023
-6% -$895K 9.71% 1
2019
Q2
$14.4M Sell
83,032
-12,922
-13% -$2.12M 9.57% 1
2019
Q1
$15M Buy
95,954
+31,281
+48% +$4.51M 9.38% 1
2018
Q4
$8.53M Sell
64,673
-2,475
-4% -$342K 6.92% 2
2018
Q3
$10.1M Buy
67,148
+3,046
+5% +$433K 6.59% 3
2018
Q2
$8.49M Buy
64,102
+2,077
+3% +$267K 6.34% 3
2018
Q1
$7.42M Buy
62,025
+11,253
+22% +$1.36M 5.92% 3
2017
Q4
$5.79M Buy
50,772
+3,513
+7% +$388K 5.98% 4
2017
Q3
$4.97M Sell
47,259
-994
-2% -$101K 6.36% 3
2017
Q2
$4.53M Sell
48,253
-344
-0.7% -$31.9K 6.72% 2
2017
Q1
$4.32M Sell
48,597
-36,424
-43% -$3.13M 6.71% 2
2016
Q4
$6.63M Buy
+85,021
New +$6.84M 13.15% 1

Other funds holding V

Consolidated Capital Management's V Position: Q1 2026 in Review

Consolidated Capital Management increased its Visa (V) stake by 9.5% in Q1 2026, buying an estimated $783K and bringing the position to 28,176 shares worth $8.52M. The position accounts for 2.75% of the portfolio, ranked #19.

Consolidated Capital Management first reported a position in V in Q4 2016 and has held it in 38 quarters since. The position peaked at $15M in Q1 2019. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Consolidated Capital Management held 28,176 shares of Visa worth $8.52M as of Q1 2026.
  • Consolidated Capital Management bought 2,435 Visa shares in Q1 2026, an estimated $783K.
  • Visa made up 2.75% of Consolidated Capital Management's portfolio in Q1 2026, its #19 holding.
  • Consolidated Capital Management first reported a position in Visa in Q4 2016 and has held it in 38 quarters since.
  • Consolidated Capital Management's Visa position peaked at $15M in Q1 2019.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.