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Burkett Financial Services’s Mastercard MA Stock Holding History

Burkett Financial Services’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
Q3 		$4.43K Sell
8
-51
-86% -$28.7K ﹤0.01% 328
2026
Q2 		$30.5K Hold
59
– – 0.01% 126
2026
Q1 		$29.7K Hold
59
– – 0.01% 123
2025
Q4 		$33.8K Hold
59
– – 0.01% 117
2025
Q3 		$33.8K Hold
59
– – 0.01% 117
2025
Q2 		$33.4K Hold
59
– – 0.01% 106
2025
Q1 		$32.5K Hold
59
– – 0.01% 109
2024
Q4 		$31.2K Hold
59
– – 0.01% 107
2024
Q3 		$29.2K Hold
59
– – 0.01% 105
2024
Q2 		$26.1K Sell
59
-41
-41% -$18.7K 0.01% 105
2024
Q1 		$48K Buy
100
+1
+1% +$457 0.02% 85
2023
Q4 		$42.4K Buy
+99
New +$39.8K 0.02% 89

Other funds holding MA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Burkett Financial Services's MA Position: Q3 2026 in Review

Burkett Financial Services reduced its Mastercard (MA) stake by 86% in Q3 2026, selling an estimated $28.7K and leaving 8 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Burkett Financial Services first reported a position in MA in Q4 2023 and has held it in 12 quarters since. The position peaked at $48K in Q1 2024. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Burkett Financial Services held 8 shares of Mastercard worth $4.43K as of Q3 2026.
  • Burkett Financial Services sold 51 Mastercard shares in Q3 2026, an estimated $28.7K.
  • Mastercard made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #328 holding.
  • Burkett Financial Services first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Mastercard position peaked at $48K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.