MC
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McMorgan & Co’s Visa V Stock Holding History

McMorgan & Co’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
-3,038
Closed -$1.04M – 58
2025
Q3 		$1.04M Sell
3,038
-30
-1% -$10.4K 0.16% 49
2025
Q2 		$1.09M Buy
3,068
+345
+13% +$120K 0.16% 49
2025
Q1 		$954K Sell
2,723
-380
-12% -$129K 0.15% 48
2024
Q4 		$981K Sell
3,103
-105
-3% -$31.6K 0.15% 48
2024
Q3 		$882K Hold
3,208
– – 0.14% 52
2024
Q2 		$842K Sell
3,208
-610
-16% -$167K 0.13% 51
2024
Q1 		$1.07M Sell
3,818
-45
-1% -$12.4K 0.18% 45
2023
Q4 		$1.01M Sell
3,863
-10
-0.3% -$2.46K 0.17% 46
2023
Q3 		$891K Sell
3,873
-7
-0.2% -$1.68K 0.16% 45
2023
Q2 		$921K Sell
3,880
-10
-0.3% -$2.29K 0.17% 46
2023
Q1 		$877K Sell
3,890
-100
-3% -$22.3K 0.18% 44
2022
Q4 		$829K Buy
3,990
+10
+0.3% +$2.02K 0.18% 47
2022
Q3 		$707K Buy
+3,980
New +$810K 0.17% 48

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

McMorgan & Co's V Position: Q4 2025 in Review

McMorgan & Co sold out of Visa (V) in Q4 2025, closing a stake of 3,038 shares — an estimated $1.04M sold.

McMorgan & Co first reported a position in V in Q3 2022 and held it in 13 quarters. The position peaked at $1.09M in Q2 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • McMorgan & Co reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • McMorgan & Co sold 3,038 Visa shares in Q4 2025, an estimated $1.04M.
  • McMorgan & Co first reported a position in Visa in Q3 2022 and held it in 13 quarters.
  • McMorgan & Co's Visa position peaked at $1.09M in Q2 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on McMorgan & Co's 13F filing for Q4 2025, filed 11 Feb 2026.