JWCA
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J.W. Coons Advisors’s Visa V Stock Holding History

J.W. Coons Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.3M Buy
12,101
+5,175
+75% +$1.8M 0.97% 24
2025
Q1 		$2.43M Sell
6,926
-325
-4% -$110K 0.64% 44
2024
Q4 		$2.29M Sell
7,251
-442
-6% -$133K 0.59% 46
2024
Q3 		$2.12M Sell
7,693
-58
-0.7% -$15.7K 0.53% 50
2024
Q2 		$2.03M Sell
7,751
-2,045
-21% -$561K 0.49% 49
2024
Q1 		$2.73M Buy
9,796
+350
+4% +$96.6K 0.62% 39
2023
Q4 		$2.46M Buy
9,446
+108
+1% +$26.6K 0.67% 41
2023
Q3 		$2.15M Buy
9,338
+435
+5% +$105K 0.62% 43
2023
Q2 		$2.11M Buy
8,903
+2,645
+42% +$605K 0.58% 45
2023
Q1 		$1.41M Buy
6,258
+235
+4% +$52.3K 0.41% 61
2022
Q4 		$1.25M Sell
6,023
-444
-7% -$89.5K 0.37% 67
2022
Q3 		$1.15M Buy
6,467
+275
+4% +$56K 0.43% 66
2022
Q2 		$1.22M Sell
6,192
-637
-9% -$132K 0.43% 63
2022
Q1 		$1.51M Buy
6,829
+450
+7% +$97.3K 0.45% 57
2021
Q4 		$1.38M Buy
6,379
+15
+0.2% +$3.22K 0.42% 68
2021
Q3 		$1.42M Buy
6,364
+258
+4% +$60.5K 0.49% 59
2021
Q2 		$1.43M Sell
6,106
-433
-7% -$99K 0.5% 59
2021
Q1 		$1.39M Sell
6,539
-135
-2% -$28.4K 0.5% 59
2020
Q4 		$1.46M Buy
6,674
+582
+10% +$119K 0.56% 52
2020
Q3 		$1.22M Sell
6,092
-177
-3% -$35.4K 0.51% 57
2020
Q2 		$1.21M Buy
6,269
+165
+3% +$30.1K 0.54% 55
2020
Q1 		$982K Buy
+6,104
New +$1.15M 0.52% 57

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J.W. Coons Advisors's V Position: Q2 2025 in Review

J.W. Coons Advisors increased its Visa (V) stake by 75% in Q2 2025, buying an estimated $1.8M and bringing the position to 12,101 shares worth $4.3M. The position accounts for 0.97% of the portfolio, ranked #24.

J.W. Coons Advisors first reported a position in V in Q1 2020 and has held it in 22 quarters since. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • J.W. Coons Advisors held 12,101 shares of Visa worth $4.3M as of Q2 2025.
  • J.W. Coons Advisors bought 5,175 Visa shares in Q2 2025, an estimated $1.8M.
  • Visa made up 0.97% of J.W. Coons Advisors's portfolio in Q2 2025, its #24 holding.
  • J.W. Coons Advisors first reported a position in Visa in Q1 2020 and has held it in 22 quarters since.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.