HCR Wealth Advisors

Position in V — Visa Inc.

CIK 1697715 LOS ANGELES, CA

Position in V

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$11,463,323

+$1,495,751 QoQ

Shares Held

33,412

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#1,165

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $14,978,102 across 5 Credit Services names. V ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	33,412	$11,463,323
2	MA	Mastercard Inc	3,589	$1,843,310
3	AXP	American Express Co	2,258	$763,768
4	COF	Capital One Financial Corp	3,468	$695,750
5	SYF	Synchrony Financial	2,787	$211,951

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,463,323	33,412	+1.3%	Shares	Sole	2026-07-13
2026-03-31	$9,967,572	32,979	-2.1%	Shares	Sole	2026-04-21
2025-12-31	$11,808,756	33,671	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$11,458,761	33,566	+5.1%	Shares	Sole	2025-10-03
2025-06-30	$11,334,261	31,923	-0.6%	Shares	Sole	2025-07-17
2025-03-31	$11,257,826	32,123	-1.0%	Shares	Sole	2025-04-21
2024-12-31	$10,250,757	32,435	+0.4%	Shares	Sole	2025-01-14
2024-09-30	$8,882,259	32,305	+1.9%	Shares	Sole	2024-10-10
2024-06-30	$8,317,149	31,688	-0.2%	Shares	Sole	2024-08-07
2024-03-31	$8,863,301	31,759	-0.5%	Shares	Sole	2024-05-10
2023-12-31	$8,309,851	31,918	+23.3%	Shares	Sole	2024-02-09
2023-09-30	$5,954,498	25,888	-12.3%	Shares	Sole	2023-10-20
2023-06-30	$7,012,784	29,530	-3.1%	Shares	Sole	2023-08-10
2023-03-31	$6,869,540	30,469	-2.2%	Shares	Sole	2023-05-12
2022-12-31	$6,471,516	31,149	-4.2%	Shares	Sole	2023-02-13
2022-09-30	$5,778,954	32,530	-1.9%	Shares	Sole	2022-11-07
2022-06-30	$6,530,053	33,166	-6.3%	Shares	Sole	2022-08-12
2022-03-31	$7,846,887	35,383	-2.4%	Shares	Sole	2022-05-05
2021-12-31	$7,854,220	36,243	-1.5%	Shares	Sole	2022-02-04
2021-09-30	$8,193,636	36,784	+1.7%	Shares	Sole	2021-11-02
2021-06-30	$8,454,463	36,158	+1.5%	Shares	Sole	2021-07-21
2021-03-31	$7,544,575	35,633	-8.2%	Shares	Sole	2021-05-13
2020-12-31	$8,494,160	38,834	+1.0%	Shares	Sole	2021-02-04
2020-09-30	$7,689,646	38,454	+0.2%	Shares	Sole	2020-11-05
2020-06-30	$7,411,932	38,370	-1.7%	Shares	Sole	2020-07-30
2020-03-31	$6,286,257	39,016	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.