KP Management’s Visa V Stock Holding History

KP Management’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	$3.02M	Buy	10,000 +5,000	+100%	+$1.61M	0.74%	58
2025 Q4	$1.75M	Buy	+5,000	New	+$1.7M	0.48%	61
2025 Q2	–	Sell	-5,000	Closed	-$1.75M	–	79
2025 Q1	$1.75M	Sell	5,000 -10,000	-67%	-$3.38M	0.61%	58
2024 Q4	$4.74M	Hold	15,000	–	–	1.48%	24
2024 Q3	$4.12M	Buy	+15,000	New	+$4.06M	1.33%	34

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KP Management's V Position: Q1 2026 in Review

KP Management held its Visa (V) position steady in Q1 2026 at 17,500 shares worth $5.29M. The position accounts for 1.29% of the portfolio, ranked #29.

KP Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.59M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

KP Management held 17,500 shares of Visa worth $5.29M as of Q1 2026.
KP Management left its Visa share count unchanged in Q1 2026.
Visa made up 1.29% of KP Management's portfolio in Q1 2026, its #29 holding.
KP Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
KP Management's Visa position peaked at $8.59M in Q1 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.