Rather & Kittrell’s Visa V Stock Holding History

Rather & Kittrell’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	–	Sell	-598	Closed	-$210K	–	115
2025 Q4	$210K	Buy	+598	New	+$204K	0.03%	103
2022 Q1	–	Sell	-201	Closed	-$43K	–	291
2021 Q4	$43K	Buy	+201	New	+$43.1K	0.04%	134

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Rather & Kittrell's V Position: Q1 2026 in Review

Rather & Kittrell sold out of Visa (V) in Q1 2026, closing a stake of 598 shares — an estimated $210K sold.

Rather & Kittrell first reported a position in V in Q4 2021 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

Rather & Kittrell reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Rather & Kittrell sold 598 Visa shares in Q1 2026, an estimated $210K.
Rather & Kittrell first reported a position in Visa in Q4 2021 and held it in 2 quarters.
Rather & Kittrell's Visa position peaked at $210K in Q4 2025.
4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.