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
Q2 		$13.4M Buy
37,982
+21,349
+128% +$6.85M 1.83% 14
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 $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

KKM Financial's V Position: Q2 2026 in Review

KKM Financial increased its Visa (V) stake by 128% in Q2 2026, buying an estimated $6.85M and bringing the position to 37,982 shares worth $13.4M. The position accounts for 1.83% of the portfolio, ranked #14.

KKM Financial first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • KKM Financial held 37,982 shares of Visa worth $13.4M as of Q2 2026.
  • KKM Financial bought 21,349 Visa shares in Q2 2026, an estimated $6.85M.
  • Visa made up 1.83% of KKM Financial's portfolio in Q2 2026, its #14 holding.
  • KKM Financial first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.