Berkshire Money Management’s Mastercard MA Stock Holding History

Berkshire Money Management’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-729	Closed	-$416K	–	90
2025 Q4	$416K	Buy	+729	New	+$408K	0.04%	79

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Money Management's MA Position: Q1 2026 in Review

Berkshire Money Management sold out of Mastercard (MA) in Q1 2026, closing a stake of 729 shares — an estimated $416K sold.

Berkshire Money Management first reported a position in MA in Q4 2025 and held it in 1 quarter. The position peaked at $416K in Q4 2025. 3,611 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Berkshire Money Management reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 729 Mastercard shares in Q1 2026, an estimated $416K.
Berkshire Money Management first reported a position in Mastercard in Q4 2025 and held it in 1 quarter.
Berkshire Money Management's Mastercard position peaked at $416K in Q4 2025.
3,611 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.