Skip to main content
Livermore
Livermore
ZHEN

Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

V holding history

Visa Inc. in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
69,437
Value
$23.8M
% of portfolio
2.5%
Quarters held
22
Since Q1 2021
Holdings of V by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,437$23.8M2.5%−1,248−1.8%ReducedHolders
Q1 202670,685$21.4M2.4%−426−0.6%ReducedHolders
Q4 202571,111$24.9M2.6%−1,393−1.9%ReducedHolders
Q3 202572,504$24.8M2.7%−2,853−3.8%ReducedHolders
Q2 202575,357$26.8M3.0%−3,493−4.4%ReducedHolders
Q1 202578,850$27.6M3.2%−2,826−3.5%ReducedHolders
Q4 202481,676$25.8M2.9%−600−0.7%ReducedHolders
Q3 202482,276$22.6M2.5%−193−0.2%ReducedHolders
Q2 202482,469$21.6M2.5%−2,312−2.7%ReducedHolders
Q1 202484,781$23.7M2.7%−656−0.8%ReducedHolders
Q4 202385,437$22.2M2.8%−1,884−2.2%ReducedHolders
Q3 202387,321$20.1M2.8%−2,199−2.5%ReducedHolders
Q2 202389,520$21.3M2.8%−2,166−2.4%ReducedHolders
Q1 202391,686$20.7M3.0%−500−0.5%ReducedHolders
Q4 202292,186$19.2M2.8%−1,459−1.6%ReducedHolders
Q3 202293,645$16.6M2.5%−13,958−13.0%ReducedHolders
Q2 2022107,603$21.2M2.7%−1,776−1.6%ReducedHolders
Q1 2022109,379$24.3M2.6%−1,342−1.2%ReducedHolders
Q4 2021110,721$24.0M2.3%+300+0.3%AddedHolders
Q3 2021110,421$24.6M2.6%−2,243−2.0%ReducedHolders
Q2 2021112,664$26.3M2.9%−10,872−8.8%ReducedHolders
Q1 2021123,536$26.2M2.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.