KF
V icon

KKM Financial’s Visa V Stock Holding History

KKM Financial’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 		$5.83M Hold
16,633
– – 1.04% 32
2025
Q4 		$5.83M Buy
16,633
+2,298
+16% +$783K 1.04% 32
2025
Q3 		$4.89M Buy
14,335
+1,528
+12% +$529K 1.54% 20
2025
Q2 		$4.55M Buy
12,807
+2,481
+24% +$865K 1.58% 15
2025
Q1 		$3.62M Sell
10,326
-308
-3% -$104K 1.53% 12
2024
Q4 		$3.36M Buy
10,634
+411
+4% +$124K 1.4% 19
2024
Q3 		$2.81M Buy
10,223
+530
+5% +$143K 1.39% 25
2024
Q2 		$2.57M Buy
9,693
+83
+0.9% +$22.7K 1.22% 25
2024
Q1 		$2.68M Buy
9,610
+155
+2% +$42.8K 1.31% 22
2023
Q4 		$2.46M Buy
+9,455
New +$2.33M 1.55% 14

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

KKM Financial's V Position: Q1 2026 in Review

KKM Financial held its Visa (V) position steady in Q1 2026 at 16,633 shares worth $5.83M. The position accounts for 1.04% of the portfolio, ranked #32.

KKM Financial first reported a position in V in Q4 2023 and has held it in 10 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • KKM Financial held 16,633 shares of Visa worth $5.83M as of Q1 2026.
  • KKM Financial left its Visa share count unchanged in Q1 2026.
  • Visa made up 1.04% of KKM Financial's portfolio in Q1 2026, its #32 holding.
  • KKM Financial first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.