SEC 13F Intelligence

Capital Wealth Planning, LLC / V

Capital Wealth Planning, LLC’s Visa Inc Position

Does Capital Wealth Planning, LLC own Visa Inc (V)? Yes — 2.34M shares worth $708M (+3.91% of its 13F portfolio) as of Q1 2026, up from 2.17M shares the prior filed quarter.

Position Value
$708M
Q1 2026
Shares
2.34M
% of Portfolio
+3.91%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $848,000Q2 ’19: $21MQ3 ’19: $45MQ4 ’19: $81MQ4 ’19Q1 ’20: $72MQ2 ’20: $93MQ3 ’20: $103MQ4 ’20: $124MQ4 ’20Q1 ’21: $147MQ2 ’21: $186MQ3 ’21: $191MQ4 ’21: $199MQ4 ’21Q1 ’22: $256MQ2 ’22: $274MQ3 ’22: $276MQ4 ’22: $363MQ4 ’22Q1 ’23: $369MQ2 ’23: $457MQ3 ’23: $453MQ4 ’23: $483MQ4 ’23Q1 ’24: $497MQ2 ’24: $475MQ3 ’24: $545MQ4 ’24: $628MQ4 ’24Q1 ’25: $644MQ2 ’25: $665MQ3 ’25: $691MQ4 ’25: $758MQ4 ’25Q1 ’26: $708Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.34M$708M+3.91%
Q4 20252.17M$758M+4.91%
Q3 20252.03M$691M+4.87%
Q2 20251.87M$665M+5.25%
Q1 20251.84M$644M+5.58%
Q4 20241.99M$628M+5.81%
Q3 20241.98M$545M+5.08%
Q2 20241.81M$475M+4.98%
Q1 20241.78M$497M+5.31%
Q4 20231.85M$483M+5.53%
Q3 20231.97M$453M+5.57%
Q2 20231.92M$457M+5.63%
Q1 20231.87M$369M+4.99%
Q4 20221.75M$363M+5.31%
Q3 20221.55M$276M+5.03%
Q2 20221.39M$274M+5.37%
Q1 20221.15M$256M+5.17%
Q4 2021920.4K$199M+4.42%
Q3 2021855.6K$191M+5.24%
Q2 2021792.3K$186M+5.22%
Q1 2021695.4K$147M+4.81%
Q4 2020609.4K$124M+4.77%
Q3 2020515.3K$103M+5.10%
Q2 2020481.1K$93M+5.30%
Q1 2020445.5K$72M+4.52%
Q4 2019431.3K$81M+4.79%
Q3 2019254.3K$45M+2.84%
Q2 2019123.7K$21M+1.56%
Q1 20195.4K$848,000+0.56%
Q4 201824.1K$3M+2.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Wealth Planning, LLC’s full portfolio or all institutional holders of V.