Donaldson 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 | $14M | Buy |
46,326
+1,391
| +3% | +$447K | 0.45% | 40 |
|
|
2025
Q4 | $15.8M | Buy |
44,935
+2,802
| +7% | +$955K | 0.5% | 39 |
|
|
2025
Q3 | $14.4M | Buy |
42,133
+5,488
| +15% | +$1.9M | 0.46% | 39 |
|
|
2025
Q2 | $13M | Sell |
36,645
-1,896
| -5% | -$661K | 0.48% | 39 |
|
|
2025
Q1 | $13.5M | Buy |
38,541
+610
| +2% | +$206K | 0.51% | 39 |
|
|
2024
Q4 | $12M | Sell |
37,931
-188
| -0.5% | -$56.5K | 0.46% | 40 |
|
|
2024
Q3 | $10.5M | Buy |
38,119
+1,672
| +5% | +$452K | 0.4% | 40 |
|
|
2024
Q2 | $9.57M | Buy |
36,447
+2,225
| +7% | +$610K | 0.4% | 40 |
|
|
2024
Q1 | $9.55M | Buy |
34,222
+1,345
| +4% | +$371K | 0.4% | 40 |
|
|
2023
Q4 | $8.56M | Buy |
32,877
+262
| +0.8% | +$64.6K | 0.38% | 40 |
|
|
2023
Q3 | $7.5M | Sell |
32,615
-133
| -0.4% | -$32K | 0.35% | 41 |
|
|
2023
Q2 | $7.78M | Buy |
32,748
+182
| +0.6% | +$41.7K | 0.35% | 42 |
|
|
2023
Q1 | $7.34M | Sell |
32,566
-7,148
| -18% | -$1.59M | 0.35% | 44 |
|
|
2022
Q4 | $8.25M | Sell |
39,714
-569
| -1% | -$115K | 0.4% | 41 |
|
|
2022
Q3 | $7.16M | Buy |
40,283
+2,975
| +8% | +$605K | 0.39% | 44 |
|
|
2022
Q2 | $7.34M | Sell |
37,308
-2,037
| -5% | -$421K | 0.38% | 46 |
|
|
2022
Q1 | $8.73M | Buy |
39,345
+1,293
| +3% | +$280K | 0.4% | 46 |
|
|
2021
Q4 | $8.25M | Sell |
38,052
-20
| -0.1% | -$4.29K | 0.36% | 51 |
|
|
2021
Q3 | $8.48M | Buy |
38,072
+5,747
| +18% | +$1.35M | 0.43% | 46 |
|
|
2021
Q2 | $7.56M | Buy |
32,325
+279
| +0.9% | +$63.8K | 0.39% | 54 |
|
|
2021
Q1 | $6.79M | Buy |
32,046
+127
| +0.4% | +$26.7K | 0.37% | 54 |
|
|
2020
Q4 | $6.98M | Buy |
31,919
+1,067
| +3% | +$218K | 0.41% | 45 |
|
|
2020
Q3 | $6.17M | Sell |
30,852
-44
| -0.1% | -$8.79K | 0.42% | 45 |
|
|
2020
Q2 | $5.97M | Sell |
30,896
-962
| -3% | -$176K | 0.43% | 45 |
|
|
2020
Q1 | $5.13M | Sell |
31,858
-6,240
| -16% | -$1.18M | 0.45% | 42 |
|
|
2019
Q4 | $7.16M | Sell |
38,098
-2,230
| -6% | -$402K | 0.48% | 40 |
|
|
2019
Q3 | $6.94M | Sell |
40,328
-45
| -0.1% | -$8.02K | 0.51% | 41 |
|
|
2019
Q2 | $7.01M | Buy |
40,373
+1,744
| +5% | +$286K | 0.58% | 34 |
|
|
2019
Q1 | $6.03M | Buy |
38,629
+1,686
| +5% | +$243K | 0.54% | 34 |
|
|
2018
Q4 | $4.87M | Sell |
36,943
-3,833
| -9% | -$529K | 0.5% | 37 |
|
|
2018
Q3 | $6.12M | Buy |
40,776
+5,200
| +15% | +$739K | 0.53% | 35 |
|
|
2018
Q2 | $4.71M | Buy |
35,576
+1,581
| +5% | +$203K | 0.46% | 36 |
|
|
2018
Q1 | $4.07M | Buy |
33,995
+1,547
| +5% | +$187K | 0.4% | 45 |
|
|
2017
Q4 | $3.7M | Buy |
32,448
+2,951
| +10% | +$326K | 0.36% | 47 |
|
|
2017
Q3 | $3.1M | Buy |
29,497
+5,773
| +24% | +$586K | 0.33% | 48 |
|
|
2017
Q2 | $2.23M | Buy |
23,724
+5,788
| +32% | +$537K | 0.25% | 53 |
|
|
2017
Q1 | $1.59M | Buy |
+17,936
| New | +$1.54M | 0.19% | 62 |
|
Other funds holding V
VCM
VPM
Donaldson Capital Management's V Position: Q1 2026 in Review
Donaldson Capital Management increased its Visa (V) stake by 3.1% in Q1 2026, buying an estimated $447K and bringing the position to 46,326 shares worth $14M. The position accounts for 0.45% of the portfolio, ranked #40.
Donaldson Capital Management first reported a position in V in Q1 2017 and has held it in 37 quarters since. The position peaked at $15.8M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Donaldson Capital Management held 46,326 shares of Visa worth $14M as of Q1 2026.
- Donaldson Capital Management bought 1,391 Visa shares in Q1 2026, an estimated $447K.
- Visa made up 0.45% of Donaldson Capital Management's portfolio in Q1 2026, its #40 holding.
- Donaldson Capital Management first reported a position in Visa in Q1 2017 and has held it in 37 quarters since.
- Donaldson Capital Management's Visa position peaked at $15.8M in Q4 2025.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.