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McDonald Partners’s Visa V Stock Holding History

McDonald Partners’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 		$261K Sell
762
-211
-22% -$67.7K 0.06% 200
2026
Q1 		$294K Buy
973
+211
+28% +$67.8K 0.07% 185
2025
Q4 		$267K Sell
762
-692
-48% -$236K 0.08% 184
2025
Q3 		$497K Buy
1,454
+649
+81% +$225K 0.15% 141
2025
Q2 		$286K Sell
805
-77
-9% -$26.8K 0.07% 216
2025
Q1 		$309K Hold
882
– – 0.08% 200
2024
Q4 		$279K Sell
882
-40
-4% -$12K 0.07% 207
2024
Q3 		$254K Hold
922
– – 0.06% 215
2024
Q2 		$242K Sell
922
-1
-0.1% -$274 0.06% 222
2024
Q1 		$257K Buy
923
+1
+0.1% +$276 0.07% 211
2023
Q4 		$240K Sell
922
-22
-2% -$5.42K 0.07% 211
2023
Q3 		$217K Hold
944
– – 0.07% 209
2023
Q2 		$224K Hold
944
– – 0.07% 217
2023
Q1 		$213K Sell
944
-23
-2% -$5.12K 0.07% 215
2022
Q4 		$201K Buy
+967
New +$195K 0.07% 213
2022
Q3 		– Sell
-1,231
Closed -$242K – 278
2022
Q2 		$242K Hold
1,231
– – 0.06% 258
2022
Q1 		$273K Buy
1,231
+1,107
+893% +$239K 0.06% 267
2021
Q4 		$26.9K Sell
124
-934
-88% -$201K 0.02% 130
2021
Q3 		$236K Buy
1,058
+25
+2% +$5.86K 0.06% 271
2021
Q2 		$242K Sell
1,033
-299
-22% -$68.4K 0.06% 273
2021
Q1 		$282K Buy
1,332
+295
+28% +$62.1K 0.07% 242
2020
Q4 		$227K Buy
+1,037
New +$212K 0.06% 253

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

McDonald Partners's V Position: Q2 2026 in Review

McDonald Partners reduced its Visa (V) stake by 22% in Q2 2026, selling an estimated $67.7K and leaving 762 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #200.

McDonald Partners first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $497K in Q3 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • McDonald Partners held 762 shares of Visa worth $261K as of Q2 2026.
  • McDonald Partners sold 211 Visa shares in Q2 2026, an estimated $67.7K.
  • Visa made up 0.06% of McDonald Partners's portfolio in Q2 2026, its #200 holding.
  • McDonald Partners first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Visa position peaked at $497K in Q3 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.