Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership5,382 shares
Latest Disclosed Value $ 1,626,721
McKinley Carter Wealth Services, Inc. reports 27.22% decrease in ownership of V / Visa Inc.

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 5,382 shares of Visa Inc. (CH:V) valued at $1,626,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,395 shares of Visa Inc.. This represents a change in shares of -27.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 5,382 -2,013 -27.22 1,627 -37.29 0.0906
2026-02-06 2025-12-31 13F VISA COM CL A 92826C839 7,395 -39 -0.52 2,593 2.21 0.1449
2025-11-04 2025-09-30 13F VISA COM CL A 92826C839 7,434 35 0.47 2,538 -3.39 0.1330
2025-07-24 2025-06-30 13F VISA COM CL A 92826C839 7,399 -365 -4.70 2,627 -3.49 0.1458
2025-04-15 2025-03-31 13F VISA COM CL A 92826C839 7,764 -573 -6.87 2,721 3.30 0.1672
2025-01-23 2024-12-31 13F VISA COM CL A 92826C839 8,337 -211 -2.47 2,635 12.09 0.1612
2024-10-16 2024-09-30 13F VISA COM CL A 92826C839 8,548 -91 -1.05 2,350 3.66 0.1419
2024-08-09 2024-06-30 13F VISA COM CL A 92826C839 8,639 -366 -4.06 2,268 -9.79 0.1444
2024-04-26 2024-03-31 13F VISA COM CL A 92826C839 9,005 3,882 75.78 2,513 88.52 0.1680
2024-02-07 2023-12-31 13F VISA COM CL A 92826C839 5,123 63 1.25 1,334 14.62 0.0976
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 5,060 -71 -1.38 1,164 -4.52 0.0926
2023-08-03 2023-06-30 13F VISA COM CL A 92826C839 5,131 -120 -2.29 1,219 2.96 0.0915
2023-04-25 2023-03-31 13F VISA COM CL A 92826C839 5,251 -589 -10.09 1,184 -2.47 0.0926
2023-02-08 2022-12-31 13F VISA COM CL A 92826C839 5,840 461 8.57 1,213 26.88 0.1028
2022-10-24 2022-09-30 13F VISA COM CL A 92826C839 5,379 122 2.32 956 -7.63 0.0889
2022-07-15 2022-06-30 13F VISA COM CL A 92826C839 5,257 -100 -1.87 1,035 -12.88 0.0916
2022-04-27 2022-03-31 13F VISA COM CL A 92826C839 5,357 1,186 28.43 1,188 31.42 0.0929
2022-02-07 2021-12-31 13F VISA COM CL A 92826C839 4,171 -56 -1.32 904 -4.03 0.0674
2021-11-03 2021-09-30 13F VISA COM CL A 92826C839 4,227 70 1.68 942 -3.09 0.0772
2021-08-12 2021-06-30 13F VISA COM CL A 92826C839 4,157 -269 -6.08 972 3.74 0.0804
2021-04-30 2021-03-31 13F VISA COM CL A 92826C839 4,426 81 1.86 937 -1.47 0.0801
2021-02-16 2020-12-31 13F/A-1 VISA COM CL A 92826C839 4,345 -92 -2.07 951 7.22 0.1246
2021-02-12 2020-12-31 13F VISA COM CL A 92826C839 4,301 -136 941 182,847.6826
2020-10-14 2020-09-30 13F VISA COM CL A 92826C839 4,437 101 2.33 887 5.85 0.1994
2020-07-20 2020-06-30 13F VISA COM CL A 92826C839 4,336 425 10.87 838 33.02 0.2054
2020-05-01 2020-03-31 13F VISA COM CL A 92826C839 3,911 -231 -5.58 630 -19.02 0.1884
2020-01-23 2019-12-31 13F VISA COM CL A 92826C839 4,142 -798 -16.15 778 -8.47 0.1819
2019-11-14 2019-09-30 13F VISA COM CL A 92826C839 4,940 19 0.39 850 -0.47 0.2174
2019-08-02 2019-06-30 13F VISA COM CL A 92826C839 4,921 78 1.61 854 12.96 0.2300
2019-05-08 2019-03-31 13F VISA COM CL A 92826C839 4,843 1 0.02 756 18.31 0.2122
2019-02-13 2018-12-31 13F VISA COM CL A 92826C839 4,842 -56 -1.14 639 -13.06 0.2110
2018-11-06 2018-09-30 13F VISA COM CL A 92826C839 4,898 58 1.20 735 14.66 0.2180
2018-12-07 2018-06-30 13F VISA COM CL A 92826C839 4,840 1,521 45.83 641 61.46 0.2063
2018-05-17 2018-03-31 13F Visa COM 92826C839 3,319 -65 -1.92 397 2.85 0.1298
2018-01-31 2017-12-31 13F VISA COM CL A 92826C839 3,384 -634 -15.78 386 -8.75 0.1327
2017-10-31 2017-09-30 13F VISA COM CL A 92826C839 4,018 -148 -3.55 423 8.18 0.1623
2017-08-08 2017-06-30 13F VISA COM CL A 92826C839 4,166 -12 -0.29 391 5.39 0.1729
2017-05-10 2017-03-31 13F VISA COM CL A 92826C839 4,178 259 6.61 371 21.24 0.1723
2017-02-07 2016-12-31 13F VISA COM CL A 92826C839 3,919 2 0.05 306 -5.56 0.1547
2016-11-07 2016-09-30 13F VISA COM CL A 92826C839 3,917 1 0.03 324 11.72 0.1670
2016-08-01 2016-06-30 13F VISA COM CL A 92826C839 3,916 148 3.93 290 0.69 0.1509
2016-05-13 2016-03-31 13F VISA COM CL A 92826C839 3,768 -688 -15.44 288 -16.76 0.1597
2016-02-02 2015-12-31 13F VISA COM CL A 92826C839 4,456 138 3.20 346 14.95 0.1981
2015-11-10 2015-09-30 13F VISA COM CL A 92826C839 4,318 -559 -11.46 301 -8.23 0.1874
2015-08-10 2015-06-30 13F VISA COM CL A 92826C839 4,877 4,877 0.00 328 0.1779
2014-10-22 2014-09-30 13F VISA COM CL A 92826C839 0 -1,140 -100.00 0 -100.00
2014-10-22 2014-06-30 13F/A-1 VISA COM CL A 92826C839 1,140 -450 -28.30 240 -30.03 0.2533
2014-08-08 2014-06-30 13F VISA COM CL A 92826C839 1,140 240
2014-05-02 2014-03-31 13F VISA COM CL A 92826C839 1,590 -145 -8.36 343 -11.14 0.3735
2014-01-29 2013-12-31 13F VISA COM CL A 92826C839 1,735 420 31.94 386 53.78 0.3759
2013-11-14 2013-09-30 13F/A-1 VISA COM CL A 92826C839 1,315 89 7.26 251 12.05 0.2974
2013-10-30 2013-09-30 13F VISA COM CL A 92826C839 1,315 251
2013-07-24 2013-06-30 13F VISA COM CL A 92826C839 1,226 1,226 224 0.3385
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.