Wilkins Investment Counsel’s Corpay CPAY Stock Holding History

Wilkins Investment Counsel’s Portfolio CPAY Stock Details CPAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.88M	Sell	33,941 -60	-0.2%	-$19.2K	1.41%	26
2025 Q4	$10.2M	Sell	34,001 -1,950	-5%	-$566K	1.49%	25
2025 Q3	$10.4M	Buy	35,951 +4,091	+13%	+$1.3M	1.47%	28
2025 Q2	$10.6M	Buy	31,860 +1,461	+5%	+$476K	1.5%	29
2025 Q1	$10.6M	Buy	30,399 +3,054	+11%	+$1.1M	1.52%	29
2024 Q4	$9.25M	Buy	27,345 +1,005	+4%	+$353K	1.34%	32
2024 Q3	$8.24M	Buy	26,340 +3,915	+17%	+$1.15M	1.14%	34
2024 Q2	$5.97M	Buy	22,425 +3,225	+17%	+$913K	0.89%	39
2024 Q1	$5.92M	Buy	+19,200	New	+$5.51M	0.86%	40

Other funds holding CPAY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilkins Investment Counsel's CPAY Position: Q1 2026 in Review

Wilkins Investment Counsel reduced its Corpay (CPAY) stake by 0.18% in Q1 2026, selling an estimated $19.2K and leaving 33,941 shares worth $9.88M. The position accounts for 1.41% of the portfolio, ranked #26.

Wilkins Investment Counsel first reported a position in CPAY in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q1 2025. 681 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

Wilkins Investment Counsel held 33,941 shares of Corpay worth $9.88M as of Q1 2026.
Wilkins Investment Counsel sold 60 Corpay shares in Q1 2026, an estimated $19.2K.
Corpay made up 1.41% of Wilkins Investment Counsel's portfolio in Q1 2026, its #26 holding.
Wilkins Investment Counsel first reported a position in Corpay in Q1 2024 and has held it in 9 quarters since.
Wilkins Investment Counsel's Corpay position peaked at $10.6M in Q1 2025.
681 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.