Capital Wealth Planning, LLC

Position in V — Visa Inc.

CIK 1566728 NAPLES, FL

Back to V Full portfolio

Position in V

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$708,318,178

-$53,088,312 QoQ

Shares Held

2,343,562

+7.9% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

4.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 53.026760119851744.ToString("F0")% Shared 0.ToString("F0")% None 46.973239880148256.ToString("F0")%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Dec 31, 2022

CallValue

$124,656

CallShares

600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Mar 31, 2026

Capital Wealth Planning, LLC holds $1,504,031,760 across 3 Credit Services names. V ranks #2 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	2,629,848	$795,476,423
2	V	Visa Inc. This page	2,343,562	$708,318,178
3	COF	Capital One Financial Corp	1,300	$237,159

All Filings in V

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$708,318,178	2,343,562	+7.9%	Shares	Sole	2026-05-15
2025-12-31	$761,406,490	2,171,043	+7.2%	Shares	Other	2026-02-11
2025-09-30	$691,493,182	2,025,582	+8.1%	Shares	Sole	2025-11-13
2025-06-30	$665,440,035	1,874,215	+2.0%	Shares	Other	2025-08-07
2025-03-31	$643,853,897	1,837,168	-7.6%	Shares	Sole	2025-05-12
2024-12-31	$628,381,699	1,988,298	+0.4%	Shares	Other	2025-02-05
2024-09-30	$544,580,541	1,980,653	+9.5%	Shares	Sole	2024-11-12
2024-06-30	$474,843,925	1,809,136	+1.7%	Shares	Sole	2024-08-09
2024-03-31	$496,585,183	1,779,365	-4.1%	Shares	Sole	2024-05-07
2023-12-31	$482,830,530	1,854,544	-5.8%	Shares	Sole	2024-02-08
2023-09-30	$452,696,710	1,968,161	+2.4%	Shares	Sole	2023-11-06
2023-06-30	$456,512,315	1,922,319	+2.6%	Shares	Sole	2023-08-04
2023-03-31	$422,310,478	1,873,106	+7.2%	Shares	Sole	2023-05-04
2022-12-31	$363,004,088	1,747,228	+291104.7%	Shares	Other	2023-02-03
2022-12-31	$124,656	600	-100.0%	Call	Sole	2023-02-03
2022-09-30	$275,520,760	1,550,919	+11.3%	Shares	Sole	2022-11-09
2022-06-30	$274,279,582	1,393,060	+20.8%	Shares	Sole	2022-08-08
2022-03-31	$255,795,727	1,153,428	+26114.3%	Shares	Sole	2022-05-11
2021-12-31	$953,524	4,400	-99.5%	Call	Sole	2022-02-04
2021-12-31	$199,460,749	920,404	+7.6%	Shares	Other	2022-02-04
2021-09-30	$190,574,207	855,552	+8.0%	Shares	Sole	2021-11-03
2021-06-30	$185,267,042	792,349	+87938.8%	Shares	Sole	2021-08-03
2021-06-30	$210,438	900	-99.9%	Call	Other	2021-08-03
2021-03-31	$147,232,595	695,379	+14.1%	Shares	Sole	2021-04-19
2020-12-31	$133,300,623	609,430	+18.3%	Shares	Sole	2021-01-25
2020-09-30	$103,035,942	515,257	+7.1%	Shares	Other	2020-11-10
2020-06-30	$92,935,245	481,106	+8.0%	Shares	Other	2020-08-14
2020-03-31	$71,781,054	445,513	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.