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Cahill Financial Advisors’s Mastercard MA Stock Holding History

Cahill Financial Advisors’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 		$1.7M Sell
3,403
-2
-0.1% -$1.05K 0.18% 89
2025
Q4 		$1.94M Sell
3,405
-10
-0.3% -$5.59K 0.21% 77
2025
Q3 		$1.94M Sell
3,415
-37
-1% -$21.2K 0.22% 77
2025
Q2 		$1.94M Sell
3,452
-49
-1% -$27.1K 0.24% 74
2025
Q1 		$1.92M Sell
3,501
-1
-0% -$544 0.26% 68
2024
Q4 		$1.84M Buy
3,502
+272
+8% +$141K 0.25% 74
2024
Q3 		$1.6M Buy
3,230
+152
+5% +$70.7K 0.22% 78
2024
Q2 		$1.36M Sell
3,078
-35
-1% -$15.9K 0.19% 98
2024
Q1 		$1.5M Buy
3,113
+45
+1% +$20.6K 0.2% 91
2023
Q4 		$1.31M Sell
3,068
-80
-3% -$32.1K 0.19% 96
2023
Q3 		$1.25M Sell
3,148
-100
-3% -$40.1K 0.21% 100
2023
Q2 		$1.28M Sell
3,248
-278
-8% -$104K 0.21% 100
2023
Q1 		$1.28M Sell
3,526
-491
-12% -$178K 0.23% 99
2022
Q4 		$1.4M Sell
4,017
-99
-2% -$32.6K 0.27% 91
2022
Q3 		$1.17M Sell
4,116
-38
-0.9% -$12.6K 0.25% 95
2022
Q2 		$1.31M Sell
4,154
-37
-0.9% -$12.7K 0.28% 85
2022
Q1 		$1.5M Sell
4,191
-102
-2% -$36.7K 0.28% 82
2021
Q4 		$1.54M Sell
4,293
-127
-3% -$43.9K 0.3% 78
2021
Q3 		$1.54M Buy
4,420
+24
+0.5% +$8.73K 0.31% 70
2021
Q2 		$1.6M Buy
4,396
+1
+0% +$372 0.36% 62
2021
Q1 		$1.56M Buy
4,395
+1
+0% +$349 0.38% 60
2020
Q4 		$1.57M Buy
4,394
+105
+2% +$34.9K 0.4% 58
2020
Q3 		$1.45M Sell
4,289
-137
-3% -$44.5K 0.52% 48
2020
Q2 		$1.31M Sell
4,426
-548
-11% -$154K 0.51% 52
2020
Q1 		$1.2M Buy
4,974
+60
+1% +$17.8K 0.56% 51
2019
Q4 		$1.47M Sell
4,914
-291
-6% -$82K 0.53% 51
2019
Q3 		$1.41M Sell
5,205
-109
-2% -$30K 0.55% 54
2019
Q2 		$1.41M Buy
5,314
+3
+0.1% +$751 0.56% 52
2019
Q1 		$1.25M Sell
5,311
-48
-0.9% -$10.3K 0.52% 56
2018
Q4 		$1.01M Buy
5,359
+496
+10% +$98.5K 0.51% 53
2018
Q3 		$1.08M Buy
4,863
+2,896
+147% +$604K 0.48% 56
2018
Q2 		$387K Buy
1,967
+1
+0.1% +$188 0.18% 115
2018
Q1 		$345K Sell
1,966
-87
-4% -$14.9K 0.16% 116
2017
Q4 		$311K Buy
2,053
+1
+0% +$149 0.16% 113
2017
Q3 		$290K Buy
2,052
+1
+0% +$132 0.15% 114
2017
Q2 		$250K Buy
2,051
+1
+0% +$119 0.14% 121
2017
Q1 		$231K Buy
2,050
+2
+0.1% +$219 0.13% 118
2016
Q4 		$212K Buy
2,048
+1
+0% +$104 0.13% 120
2016
Q3 		$209K Buy
+2,047
New +$196K 0.14% 119

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cahill Financial Advisors's MA Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Mastercard (MA) stake by 0.06% in Q1 2026, selling an estimated $1.05K and leaving 3,403 shares worth $1.7M. The position accounts for 0.18% of the portfolio, ranked #89.

Cahill Financial Advisors first reported a position in MA in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.94M in Q4 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Cahill Financial Advisors held 3,403 shares of Mastercard worth $1.7M as of Q1 2026.
  • Cahill Financial Advisors sold 2 Mastercard shares in Q1 2026, an estimated $1.05K.
  • Mastercard made up 0.18% of Cahill Financial Advisors's portfolio in Q1 2026, its #89 holding.
  • Cahill Financial Advisors first reported a position in Mastercard in Q3 2016 and has held it in 39 quarters since.
  • Cahill Financial Advisors's Mastercard position peaked at $1.94M in Q4 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.