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KCM Investment Advisors’s Visa V Stock Holding History

KCM Investment 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
2026
Q1 		$45.8M Sell
151,405
-277
-0.2% -$89.1K 1.52% 15
2025
Q4 		$53.2M Sell
151,682
-2,117
-1% -$721K 1.71% 13
2025
Q3 		$52.5M Sell
153,799
-302
-0.2% -$105K 1.69% 14
2025
Q2 		$54.7M Sell
154,101
-1,876
-1% -$654K 1.84% 11
2025
Q1 		$54.7M Sell
155,977
-4,600
-3% -$1.56M 1.96% 8
2024
Q4 		$50.7M Sell
160,577
-465
-0.3% -$140K 1.75% 14
2024
Q3 		$44.3M Sell
161,042
-575
-0.4% -$155K 1.5% 17
2024
Q2 		$42.4M Sell
161,617
-885
-0.5% -$243K 1.52% 15
2024
Q1 		$45.4M Buy
162,502
+1,009
+0.6% +$279K 1.68% 12
2023
Q4 		$42M Sell
161,493
-2,496
-2% -$615K 1.67% 12
2023
Q3 		$37.7M Sell
163,989
-1,273
-0.8% -$306K 1.63% 13
2023
Q2 		$39.2M Sell
165,262
-5,426
-3% -$1.24M 1.57% 13
2023
Q1 		$38.5M Sell
170,688
-300
-0.2% -$66.8K 1.56% 13
2022
Q4 		$35.5M Buy
170,988
+151
+0.1% +$30.5K 1.53% 13
2022
Q3 		$30.3M Sell
170,837
-1,164
-0.7% -$237K 1.4% 14
2022
Q2 		$33.9M Sell
172,001
-241
-0.1% -$49.8K 1.48% 14
2022
Q1 		$38.2M Buy
172,242
+286
+0.2% +$61.9K 1.4% 14
2021
Q4 		$37.3M Buy
171,956
+2,574
+2% +$553K 1.3% 16
2021
Q3 		$37.7M Buy
169,382
+5,221
+3% +$1.22M 1.5% 10
2021
Q2 		$38.4M Buy
164,161
+2,963
+2% +$677K 1.55% 11
2021
Q1 		$34.1M Buy
161,198
+1,833
+1% +$386K 1.51% 11
2020
Q4 		$34.9M Buy
159,365
+4,527
+3% +$926K 1.68% 11
2020
Q3 		$31M Buy
154,838
+6,026
+4% +$1.2M 1.72% 11
2020
Q2 		$28.7M Buy
148,812
+8,234
+6% +$1.5M 1.62% 12
2020
Q1 		$22.6M Buy
140,578
+1,074
+0.8% +$202K 1.53% 15
2019
Q4 		$26.2M Buy
139,504
+4,192
+3% +$755K 1.42% 18
2019
Q3 		$23.3M Buy
135,312
+7,657
+6% +$1.36M 1.35% 21
2019
Q2 		$22.2M Buy
127,655
+14,965
+13% +$2.45M 1.33% 20
2019
Q1 		$17.6M Buy
112,690
+19,089
+20% +$2.75M 1.14% 26
2018
Q4 		$12.3M Buy
93,601
+9,973
+12% +$1.38M 0.82% 36
2018
Q3 		$12.6M Buy
83,628
+41,988
+101% +$5.97M 0.72% 37
2018
Q2 		$5.51M Buy
41,640
+10,506
+34% +$1.35M 0.34% 80
2018
Q1 		$3.72M Sell
31,134
-294
-0.9% -$35.6K 0.23% 104
2017
Q4 		$3.58M Sell
31,428
-853
-3% -$94.2K 0.21% 117
2017
Q3 		$3.4M Sell
32,281
-289
-0.9% -$29.3K 0.21% 117
2017
Q2 		$3.05M Buy
32,570
+33
+0.1% +$3.06K 0.19% 131
2017
Q1 		$2.89M Sell
32,537
-739
-2% -$63.6K 0.18% 135
2016
Q4 		$2.6M Buy
33,276
+3,931
+13% +$316K 0.17% 141
2016
Q3 		$2.43M Buy
29,345
+2,385
+9% +$191K 0.17% 149
2016
Q2 		$2M Buy
26,960
+13,860
+106% +$1.09M 0.14% 171
2016
Q1 		$1M Buy
13,100
+1,788
+16% +$130K 0.07% 231
2015
Q4 		$877K Buy
11,312
+8
+0.1% +$620 0.07% 252
2015
Q3 		$787K Buy
11,304
+366
+3% +$26.1K 0.07% 266
2015
Q2 		$734K Buy
10,938
+1,014
+10% +$68.7K 0.06% 290
2015
Q1 		$649K Buy
9,924
+740
+8% +$48.9K 0.05% 306
2014
Q4 		$602K Sell
9,184
-268
-3% -$16.1K 0.05% 309
2014
Q3 		$504K Buy
9,452
+4
+0% +$215 0.05% 315
2014
Q2 		$498K Sell
9,448
-844
-8% -$44.1K 0.05% 315
2014
Q1 		$555K Sell
10,292
-720
-7% -$40K 0.06% 284
2013
Q4 		$613K Sell
11,012
-1,056
-9% -$53.2K 0.07% 263
2013
Q3 		$577K Buy
12,068
+2,020
+20% +$93.3K 0.07% 264
2013
Q2 		$459K Buy
+10,048
New +$440K 0.06% 293

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KCM Investment Advisors's V Position: Q1 2026 in Review

KCM Investment Advisors reduced its Visa (V) stake by 0.18% in Q1 2026, selling an estimated $89.1K and leaving 151,405 shares worth $45.8M. The position accounts for 1.52% of the portfolio, ranked #15.

KCM Investment Advisors first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.7M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • KCM Investment Advisors held 151,405 shares of Visa worth $45.8M as of Q1 2026.
  • KCM Investment Advisors sold 277 Visa shares in Q1 2026, an estimated $89.1K.
  • Visa made up 1.52% of KCM Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • KCM Investment Advisors first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Visa position peaked at $54.7M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.