Bedel Financial Consulting’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $467K | Hold |
908
| – | – | 0.04% | 184 |
|
|
2026
Q1 | $454K | Buy |
908
+1
| +0.1% | +$527 | 0.05% | 173 |
|
|
2025
Q4 | $518K | Buy |
907
+14
| +2% | +$7.83K | 0.06% | 158 |
|
|
2025
Q3 | $508K | Sell |
893
-2
| -0.2% | -$1.15K | 0.06% | 160 |
|
|
2025
Q2 | $503K | Sell |
895
-15
| -2% | -$8.29K | 0.07% | 157 |
|
|
2025
Q1 | $509K | Sell |
910
-35
| -4% | -$19.1K | 0.07% | 146 |
|
|
2024
Q4 | $535K | Sell |
945
-12
| -1% | -$6.21K | 0.07% | 142 |
|
|
2024
Q3 | $473K | Sell |
957
-101
| -10% | -$47K | 0.07% | 150 |
|
|
2024
Q2 | $467K | Buy |
1,058
+2
| +0.2% | +$911 | 0.07% | 141 |
|
|
2024
Q1 | $509K | Buy |
1,056
+20
| +2% | +$9.14K | 0.08% | 130 |
|
|
2023
Q4 | $442K | Buy |
1,036
+12
| +1% | +$4.82K | 0.08% | 142 |
|
|
2023
Q3 | $405K | Buy |
1,024
+1
| +0.1% | +$401 | 0.08% | 140 |
|
|
2023
Q2 | $402K | Buy |
1,023
+10
| +1% | +$3.75K | 0.08% | 140 |
|
|
2023
Q1 | $368K | Hold |
1,013
| – | – | 0.09% | 144 |
|
|
2022
Q4 | $352K | Buy |
1,013
+5
| +0.5% | +$1.65K | 0.09% | 146 |
|
|
2022
Q3 | $328K | Buy |
1,008
+200
| +25% | +$66.3K | 0.09% | 149 |
|
|
2022
Q2 | $255K | Buy |
808
+1
| +0.1% | +$344 | 0.07% | 163 |
|
|
2022
Q1 | $289K | Buy |
807
+2
| +0.2% | +$719 | 0.09% | 146 |
|
|
2021
Q4 | $289K | Sell |
805
-28
| -3% | -$9.68K | 0.09% | 151 |
|
|
2021
Q3 | $290K | Buy |
833
+9
| +1% | +$3.27K | 0.1% | 140 |
|
|
2021
Q2 | $301K | Buy |
824
+92
| +13% | +$34.2K | 0.1% | 141 |
|
|
2021
Q1 | $261K | Sell |
732
-7
| -0.9% | -$2.44K | 0.1% | 149 |
|
|
2020
Q4 | $264K | Hold |
739
| – | – | 0.12% | 124 |
|
|
2020
Q3 | $250K | Sell |
739
-93
| -11% | -$30.2K | 0.13% | 117 |
|
|
2020
Q2 | $246K | Sell |
832
-5
| -0.6% | -$1.41K | 0.13% | 108 |
|
|
2020
Q1 | $202K | Sell |
837
-775
| -48% | -$230K | 0.13% | 115 |
|
|
2019
Q4 | $481K | Sell |
1,612
-3
| -0.2% | -$846 | 0.27% | 63 |
|
|
2019
Q3 | $439K | Sell |
1,615
-6
| -0.4% | -$1.65K | 0.26% | 72 |
|
|
2019
Q2 | $429K | Hold |
1,621
| – | – | 0.26% | 75 |
|
|
2019
Q1 | $382K | Hold |
1,621
| – | – | 0.24% | 77 |
|
|
2018
Q4 | $306K | Sell |
1,621
-30
| -2% | -$5.96K | 0.22% | 82 |
|
|
2018
Q3 | $343K | Hold |
1,651
| – | – | 0.23% | 85 |
|
|
2018
Q2 | $324K | Buy |
1,651
+39
| +2% | +$7.33K | 0.24% | 89 |
|
|
2018
Q1 | $282K | Hold |
1,612
| – | – | 0.21% | 105 |
|
|
2017
Q4 | $244K | Buy |
+1,612
| New | +$240K | 0.22% | 111 |
|
Other funds holding MA
Bedel Financial Consulting's MA Position: Q2 2026 in Review
Bedel Financial Consulting held its Mastercard (MA) position steady in Q2 2026 at 908 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #184.
Bedel Financial Consulting first reported a position in MA in Q4 2017 and has held it in 35 quarters since. The position peaked at $535K in Q4 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- Bedel Financial Consulting held 908 shares of Mastercard worth $467K as of Q2 2026.
- Bedel Financial Consulting left its Mastercard share count unchanged in Q2 2026.
- Mastercard made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #184 holding.
- Bedel Financial Consulting first reported a position in Mastercard in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's Mastercard position peaked at $535K in Q4 2024.
- 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.