VISA INC-CLASS A SHARES · CUSIP 92826C839 · CIK 2009273
As of 2026-06-30, Crown Oak Advisors, LLC reported 65.14K V (shares), valued at $22.35M, or 10.41% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 0.47%; reported value increased 14.05%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 10.41% | 65,145 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 9.83% | 64,840 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 10.70% | 64,303 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 10.86% | 64,673 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 10.86% | 64,673 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 11.48% | 64,824 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 10.41% | 64,016 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 9.37% | 61,348 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 9.44% | 63,649 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 9.78% | 63,635 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 9.72% | 63,487 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 9.72% | 63,487 | $16.62M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 9.78% | 63,635 | $17.76M | Shares increased 0.23%; reported value increased 6.84%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 9.44% | 63,649 | $16.71M | Shares increased 0.02%; reported value decreased 5.93%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 9.37% | 61,348 | $16.87M | Shares decreased 3.62%; reported value increased 0.97%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 10.41% | 64,016 | $20.23M | Shares increased 4.35%; reported value increased 19.94%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 11.48% | 64,824 | $22.72M | Shares increased 1.26%; reported value increased 12.29%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 10.86% | 64,673 | $22.96M | Shares decreased 0.23%; reported value increased 1.07%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 10.86% | 64,673 | $22.96M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 10.70% | 64,303 | $22.55M | Shares decreased 0.57%; reported value decreased 1.79%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 9.83% | 64,840 | $19.60M | Shares increased 0.84%; reported value decreased 13.10%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 10.41% | 65,145 | $22.35M | Shares increased 0.47%; reported value increased 14.05%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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