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McCarley & Cook Financial Planners’s Visa V Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$14.4K Hold
40
– – 0.01% 156
2026
Q2 		$13.7K Sell
40
-13
-25% -$4.17K 0.01% 148
2026
Q1 		$16K Sell
53
-9
-15% -$2.89K 0.01% 143
2025
Q4 		$21.7K Buy
+62
New +$21.1K 0.02% 111

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

McCarley & Cook Financial Planners's V Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Visa (V) position steady in Q3 2026 at 40 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #156.

McCarley & Cook Financial Planners first reported a position in V in Q4 2025 and has held it in 4 quarters since. The position peaked at $21.7K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • McCarley & Cook Financial Planners held 40 shares of Visa worth $14.4K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #156 holding.
  • McCarley & Cook Financial Planners first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Visa position peaked at $21.7K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.