CADINHA & CO LLC V — Visa Inc Cl A

Ownership history in CADINHA & CO LLC  ·  52 quarters on record

AI Ownership Summary

CADINHA & CO LLC reported Visa Inc Cl A (V) in 52 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 4.17% in 2025 Q2. The latest visible filing shows V at 0.27% 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
2026 Q2

V was reported at 0.27% 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
2024 Q2 to 2026 Q2

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)
2026 Q2 ADDED — — — 5,313 +176 +3.4% 0.27% $1.8M 2026-07-28 $365.91
2026 Q1 REDUCED 12.7% +13.3% ❌ 5,137 -750 -12.7% 0.29% $1.6M 2026-05-11 $322.59
2025 Q4 REDUCED 91.6% -13.6% ✅ 5,887 -64,073 -91.6% 0.32% $2.1M 2026-01-28 $325.03
2025 Q3 REDUCED — — — 69,960 -890 -1.3% 3.25% $23.9M 2025-10-17 $339.18
2025 Q2 ADDED — — — 70,850 +64,286 +979.4% 4.17% $25.2M 2025-07-31 $342.13
2025 Q1 ADDED — — — 6,564 +1 +0.0% 0.49% $2.3M 2025-04-04 $309.59
2024 Q4 REDUCED 7.0% +11.1% ❌ 6,563 -496 -7.0% 0.34% $2.1M 2025-01-16 $313.13
2024 Q3 REDUCED 81.1% +14.9% ❌ 7,059 -30,207 -81.1% 0.33% $1.9M 2024-10-09 $272.82
2024 Q2 REDUCED 46.1% +5.0% ❌ 37,266 -31,848 -46.1% 1.81% $9.8M 2024-07-31 $261.20
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q2 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 52.39% Alfreton Capital LLP 3Y 28.92% Blacksheep Fund Management Ltd 3Y 20.67% TCI Fund Management Ltd 3Y 7Y 19.83% Hingham Institution for Savings 16.9% Troy Asset Management Ltd 3Y 7Y 15.62% Egerton Capital (UK) LLP 3Y 7Y 14.13% ValueAct Holdings, L.P. 3Y 7Y 14.1% Triveni Capital Investments LP 13.66% Venator Management LLC 3Y 11.96%

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 2024 Q2 through 2026 Q2.

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 2026 Q2, when CADINHA & CO LLC reported 5,313 shares, equal to 0.27% of portfolio, with an estimated market value of $1.8M.

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 22 out of 50 reported position changes (44%). The annualised alpha on V relative to SPY over the holding period was +22.3%.

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