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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

V holding history

Visa Inc. in every 13F filed by McDonald Partners LLC, 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)
762
Value
$261.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of V by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026762$261.4K0.1%−211−21.7%ReducedHolders
Q1 2026973$294.1K0.1%+211+27.7%AddedHolders
Q4 2025762$267.2K0.1%−692−47.6%ReducedHolders
Q3 20251,454$496.5K0.1%+649+80.6%AddedHolders
Q2 2025805$285.9K0.1%−77−8.7%ReducedHolders
Q1 2025882$309.2K0.1%00.0%UnchangedHolders
Q4 2024882$278.8K0.1%−40−4.3%ReducedHolders
Q3 2024922$253.7K0.1%00.0%UnchangedHolders
Q2 2024922$242.2K0.1%−1−0.1%ReducedHolders
Q1 2024923$257.5K0.1%+1+0.1%AddedHolders
Q4 2023922$240.2K0.1%−22−2.3%ReducedHolders
Q3 2023944$217.2K0.1%00.0%UnchangedHolders
Q2 2023944$224.2K0.1%00.0%UnchangedHolders
Q1 2023944$212.8K0.1%−23−2.4%ReducedHolders
Q4 2022967$200.9K0.1%+967NewHolders
Q3 20220$00.0%−1,231−100.0%Sold outHolders
Q2 20221,231$242.0K0.1%00.0%UnchangedHolders
Q1 20221,231$273.0K0.1%+1,107+892.7%AddedHolders
Q4 2021124$26.9K<0.1%−934−88.3%ReducedHolders
Q3 20211,058$236.0K0.1%+25+2.4%AddedHolders
Q2 20211,033$242.0K0.1%−299−22.4%ReducedHolders
Q1 20211,332$282.0K0.1%––Holders

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