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McCarthy & Cox’s Visa V Stock Holding History

McCarthy & Cox’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
2025
Q4 		– Sell
-740
Closed -$253K – 68
2025
Q3 		$253K Sell
740
-43
-5% -$14.9K 0.06% 59
2025
Q2 		$278K Sell
783
-383
-33% -$133K 0.07% 54
2025
Q1 		$409K Buy
1,166
+31
+3% +$10.5K 0.18% 37
2024
Q4 		$359K Buy
1,135
+1
+0.1% +$301 0.12% 42
2024
Q3 		$312K Sell
1,134
-108
-9% -$29.2K 0.12% 44
2024
Q2 		$326K Sell
1,242
-205
-14% -$56.2K 0.13% 42
2024
Q1 		$404K Buy
+1,447
New +$400K 0.15% 37

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McCarthy & Cox's V Position: Q4 2025 in Review

McCarthy & Cox sold out of Visa (V) in Q4 2025, closing a stake of 740 shares — an estimated $253K sold.

McCarthy & Cox first reported a position in V in Q1 2024 and held it in 7 quarters. The position peaked at $409K in Q1 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • McCarthy & Cox reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 740 Visa shares in Q4 2025, an estimated $253K.
  • McCarthy & Cox first reported a position in Visa in Q1 2024 and held it in 7 quarters.
  • McCarthy & Cox's Visa position peaked at $409K in Q1 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.