Capital Planning Advisors, LLC

Position in V — Visa Inc.

CIK 1631941 Roseville, CA

Position in V

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,698,735

-$4,516,044 QoQ

Shares Held

18,855

-35.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $6,598,320 across 3 Credit Services names. V ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	18,855	$5,698,735
2	MA	Mastercard Inc	1,026	$512,651
3	COF	Capital One Financial Corp	2,121	$386,934

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,698,735	18,855	-35.3%	Shares	Sole	2026-05-14
2025-12-31	$10,214,779	29,126	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$10,121,575	29,649	-1.1%	Shares	Sole	2025-11-07
2025-06-30	$10,648,304	29,991	-2.0%	Shares	Sole	2025-08-14
2025-03-31	$10,726,529	30,607	-0.5%	Shares	Sole	2025-05-12
2024-12-31	$9,717,597	30,748	+3.6%	Shares	Sole	2025-01-17
2024-09-30	$8,159,691	29,677	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$7,769,636	29,602	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$8,249,883	29,561	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$7,655,071	29,403	-1.5%	Shares	Sole	2024-02-12
2023-09-30	$6,866,488	29,853	+0.9%	Shares	Sole	2023-10-30
2023-06-30	$7,022,996	29,573	+0.3%	Shares	Sole	2023-08-01
2023-03-31	$6,647,237	29,483	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$6,220,334	29,940	+3.5%	Shares	Sole	2023-02-10
2022-09-30	$5,139,414	28,930	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$5,463,697	27,750	-4.2%	Shares	Sole	2022-08-10
2022-03-31	$6,420,906	28,953	-1.3%	Shares	Sole	2022-05-10
2021-12-31	$6,357,837	29,338	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$6,563,106	29,464	+0.6%	Shares	Sole	2021-11-09
2021-06-30	$6,844,846	29,274	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$6,205,806	29,310	-0.5%	Shares	Sole	2021-04-30
2020-12-31	$6,442,254	29,453	-1.6%	Shares	Sole	2021-02-04
2020-09-30	$5,987,101	29,940	+1.6%	Shares	Sole	2020-11-12
2020-06-30	$5,692,913	29,471	+3.3%	Shares	Sole	2020-08-06
2020-03-31	$4,596,270	28,527	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.