KA
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Kercheville Advisors’s Visa V Stock Holding History

Kercheville 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
Q2 		$354K Sell
1,031
-100
-9% -$32.1K 0.11% 83
2026
Q1 		$342K Buy
1,131
+91
+9% +$29.3K 0.11% 79
2025
Q4 		$339K Hold
1,040
– – 0.09% 90
2025
Q3 		$355K Hold
1,040
– – 0.11% 80
2025
Q2 		$369K Sell
1,040
-410
-28% -$143K 0.13% 73
2025
Q1 		$508K Buy
1,450
+280
+24% +$94.7K 0.21% 59
2024
Q4 		$370K Sell
1,170
-200
-15% -$60.1K 0.14% 69
2024
Q3 		$377K Sell
1,370
-100
-7% -$27K 0.16% 63
2024
Q2 		$386K Hold
1,470
– – 0.17% 58
2024
Q1 		$410K Buy
1,470
+120
+9% +$33.1K 0.19% 54
2023
Q4 		$351K Hold
1,350
– – 0.2% 52
2023
Q3 		$311K Hold
1,350
– – 0.2% 51
2023
Q2 		$321K Sell
1,350
-150
-10% -$34.3K 0.19% 55
2023
Q1 		$338K Hold
1,500
– – 0.23% 48
2022
Q4 		$312K Hold
1,500
– – 0.22% 52
2022
Q3 		$266K Sell
1,500
-1,000
-40% -$203K 0.27% 56
2022
Q2 		$492K Sell
2,500
-600
-19% -$124K 0.32% 50
2022
Q1 		$687K Sell
3,100
-1,000
-24% -$216K 0.33% 57
2021
Q4 		$889K Buy
4,100
+400
+11% +$85.9K 0.39% 51
2021
Q3 		$824K Buy
3,700
+300
+9% +$70.3K 0.39% 56
2021
Q2 		$795K Hold
3,400
– – 0.37% 61
2021
Q1 		$719K Buy
3,400
+200
+6% +$42.1K 0.36% 60
2020
Q4 		$701K Buy
+3,200
New +$655K 0.38% 59

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kercheville Advisors's V Position: Q2 2026 in Review

Kercheville Advisors reduced its Visa (V) stake by 8.8% in Q2 2026, selling an estimated $32.1K and leaving 1,031 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #83.

Kercheville Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $889K in Q4 2021. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kercheville Advisors held 1,031 shares of Visa worth $354K as of Q2 2026.
  • Kercheville Advisors sold 100 Visa shares in Q2 2026, an estimated $32.1K.
  • Visa made up 0.11% of Kercheville Advisors's portfolio in Q2 2026, its #83 holding.
  • Kercheville Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Kercheville Advisors's Visa position peaked at $889K in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.