CADINHA & CO LLC V — Visa Inc Cl A

Ownership history in CADINHA & CO LLC  ·  50 quarters on record

AI Ownership Summary

CADINHA & CO LLC reported Visa Inc Cl A (V) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.17% in 2025 Q2. The latest visible filing shows V at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CADINHA & CO LLC's position in Visa Inc Cl A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

V was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page CADINHA & CO LLC fund profile CADINHA & CO LLC full holdings
How CADINHA & CO LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 91.6% -13.6% ✅ 5,887 -64,073 -91.6% 0.32% $2.1M 2026-02-14 (Est.) $314.08
2025 Q3 REDUCED — — — 69,960 -890 -1.3% 3.25% $23.9M 2025-10-17 $340.51
2025 Q2 ADDED — — — 70,850 +64,286 +979.4% 4.17% $25.2M 2025-07-31 $343.47
2025 Q1 ADDED — — — 6,564 +1 +0.0% 0.49% $2.3M 2025-04-04 $310.80
2024 Q4 REDUCED 7.0% +11.1% ❌ 6,563 -496 -7.0% 0.34% $2.1M 2025-01-16 $314.36
2024 Q3 REDUCED 81.1% +14.9% ❌ 7,059 -30,207 -81.1% 0.33% $1.9M 2024-10-09 $273.89
2024 Q2 REDUCED 46.1% +5.0% ❌ 37,266 -31,848 -46.1% 1.81% $9.8M 2024-07-31 $262.23
2024 Q1 REDUCED 5.2% -5.5% ✅ 69,114 -3,807 -5.2% 3.31% $19.3M 2024-05-02 $263.66
2023 Q4 ADDED — — — 72,921 +64,128 +729.3% 3.03% $19.0M 2024-01-24 $267.14
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Katamaran Capital LLP 11.08% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96% HENDLEY & CO INC 3Y 7Y 7.66% Local Pensions Partnership Investment Ltd 7.61% Clio Asset Management LLC 7.49%

FAQ About CADINHA & CO LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has CADINHA & CO LLC reported owning V?

CADINHA & CO LLC reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in CADINHA & CO LLC's portfolio?

The largest reported portfolio weight for V was 4.17% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when CADINHA & CO LLC reported 5,887 shares, equal to 0.32% of portfolio, with an estimated market value of $2.1M.

What does the chart on this V ownership page compare?

The chart compares CADINHA & CO LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CADINHA & CO LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, CADINHA & CO LLC correctly timed 21 out of 48 reported position changes (44%). The annualised alpha on V relative to SPY over the holding period was +3.1%.

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