WATERS PARKERSON & CO., LLC V — VISA INC CL A Com

Ownership history in WATERS PARKERSON & CO., LLC  ·  61 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported VISA INC CL A Com (V) in 61 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 5.71% in 2025 Q1. The latest visible filing shows V at 5.02% 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 WATERS PARKERSON & CO., LLC's position in VISA INC CL A Com, 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 5.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.71% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 WATERS PARKERSON & CO., LLC fund profile WATERS PARKERSON & CO., LLC full holdings
How WATERS PARKERSON & 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 296,428 -4,250 -1.4% 5.02% $101.7M 2026-07-30 $365.59
2026 Q1 ADDED — — — 300,678 +1,568 +0.5% 4.67% $90.9M 2026-04-29 $333.55
2025 Q4 REDUCED — — — 299,110 -1,792 -0.6% 5.15% $104.9M 2026-02-12 $322.91
2025 Q3 REDUCED — — — 300,902 -812 -0.3% 5.01% $102.7M 2025-10-28 $344.15
2025 Q2 REDUCED — — — 301,714 -3,726 -1.2% 5.34% $107.1M 2025-08-14 $342.75
2025 Q1 REDUCED — — — 305,440 -6,241 -2.0% 5.71% $107.0M 2025-05-15 $358.79
2024 Q4 REDUCED — — — 311,681 -2,097 -0.7% 5.19% $98.5M 2025-02-14 $349.81
2024 Q3 REDUCED — — — 313,778 -2,800 -0.9% 4.38% $86.3M 2024-11-13 $305.46
2024 Q2 REDUCED — — — 316,578 -4,990 -1.6% 4.42% $83.1M 2024-08-13 $256.27
2024 Q1 REDUCED — — — 321,568 -7,015 -2.1% 4.61% $89.7M 2024-05-14 $272.56
51 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

Alfreton Capital LLP 3Y 28.92% Hingham Institution for Savings 16.9% Troy Asset Management Ltd 3Y 7Y 15.62% Egerton Capital (UK) LLP 3Y 7Y 14.13% Venator Management LLC 3Y 11.96% Starlite Capital INC 11.07% Positano Wealth Management Ltd 10.66% Mayar Capital Ltd. 3Y 10.62% GCQ FUNDS MANAGEMENT PTY Ltd 10.56% Crown Oak Advisors, LLC 10.41%

FAQ About WATERS PARKERSON & 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 WATERS PARKERSON & CO., LLC reported owning V?

WATERS PARKERSON & CO., LLC reported V across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported V position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for V was 5.71% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when WATERS PARKERSON & CO., LLC reported 296,428 shares, equal to 5.02% of portfolio, with an estimated market value of $101.7M.

What does the chart on this V ownership page compare?

The chart compares WATERS PARKERSON & 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 WATERS PARKERSON & CO., LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, WATERS PARKERSON & CO., LLC correctly timed 25 out of 60 reported position changes (42%). The annualised alpha on V relative to SPY over the holding period was +7.1%.

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