Clean Yield Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $556K | Sell |
1,113
-94
| -8% | -$49.5K | 0.16% | 90 |
|
|
2025
Q4 | $689K | Hold |
1,207
| – | – | 0.19% | 80 |
|
|
2025
Q3 | $687K | Buy |
1,207
+20
| +2% | +$11.5K | 0.19% | 78 |
|
|
2025
Q2 | $667K | Hold |
1,187
| – | – | 0.2% | 78 |
|
|
2025
Q1 | $651K | Hold |
1,187
| – | – | 0.21% | 78 |
|
|
2024
Q4 | $625K | Hold |
1,187
| – | – | 0.2% | 79 |
|
|
2024
Q3 | $586K | Buy |
1,187
+19
| +2% | +$8.84K | 0.19% | 85 |
|
|
2024
Q2 | $515K | Sell |
1,168
-10
| -0.8% | -$4.55K | 0.19% | 77 |
|
|
2024
Q1 | $567K | Hold |
1,178
| – | – | 0.22% | 73 |
|
|
2023
Q4 | $502K | Sell |
1,178
-25
| -2% | -$10K | 0.21% | 74 |
|
|
2023
Q3 | $481K | Buy |
1,203
+500
| +71% | +$201K | 0.21% | 78 |
|
|
2023
Q2 | $276K | Hold |
703
| – | – | 0.11% | 105 |
|
|
2023
Q1 | $255K | Hold |
703
| – | – | 0.11% | 110 |
|
|
2022
Q4 | $244K | Sell |
703
-17
| -2% | -$5.6K | 0.11% | 114 |
|
|
2022
Q3 | $205K | Buy |
720
+17
| +2% | +$5.63K | 0.1% | 122 |
|
|
2022
Q2 | $222K | Sell |
703
-11
| -2% | -$3.79K | 0.09% | 124 |
|
|
2022
Q1 | $255K | Buy |
714
+61
| +9% | +$21.9K | 0.09% | 128 |
|
|
2021
Q4 | $235K | Hold |
653
| – | – | 0.08% | 141 |
|
|
2021
Q3 | $227K | Buy |
653
+269
| +70% | +$97.8K | 0.07% | 147 |
|
|
2021
Q2 | $140K | Buy |
+384
| New | +$143K | 0.05% | 172 |
|
|
2021
Q1 | – | Sell |
-331
| Closed | -$118K | – | 276 |
|
|
2020
Q4 | $118K | Buy |
331
+125
| +61% | +$41.6K | 0.04% | 178 |
|
|
2020
Q3 | $70K | Hold |
206
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $61K | Sell |
206
-81
| -28% | -$22.8K | 0.03% | 200 |
|
|
2020
Q1 | $69K | Buy |
287
+207
| +259% | +$61.5K | 0.03% | 174 |
|
|
2019
Q4 | $24K | Hold |
80
| – | – | 0.01% | 269 |
|
|
2019
Q3 | $22K | Hold |
80
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $21K | Hold |
80
| – | – | 0.01% | 257 |
|
|
2019
Q1 | $19K | Hold |
80
| – | – | 0.01% | 245 |
|
|
2018
Q4 | $15K | Buy |
+80
| New | +$15.9K | 0.01% | 247 |
|
|
2017
Q2 | – | Sell |
-80
| Closed | -$9K | – | 208 |
|
|
2017
Q1 | $9K | Buy |
+80
| New | +$8.77K | ﹤0.01% | 272 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$8K | – | 211 |
|
|
2016
Q3 | $8K | Sell |
80
-429
| -84% | -$41.1K | ﹤0.01% | 292 |
|
|
2016
Q2 | $45K | Hold |
509
| – | – | 0.02% | 182 |
|
|
2016
Q1 | $49K | Buy |
+509
| New | +$45K | 0.02% | 172 |
|
|
2015
Q2 | – | Sell |
-669
| Closed | -$58K | – | 212 |
|
|
2015
Q1 | $58K | Buy |
+669
| New | +$58K | 0.02% | 169 |
|
Other funds holding MA
VCM
VPM
Clean Yield Group's MA Position: Q1 2026 in Review
Clean Yield Group reduced its Mastercard (MA) stake by 7.8% in Q1 2026, selling an estimated $49.5K and leaving 1,113 shares worth $556K. The position accounts for 0.16% of the portfolio, ranked #90.
Clean Yield Group first reported a position in MA in Q1 2015 and has held it in 34 quarters since. The position peaked at $689K in Q4 2025. 3,602 funds tracked by Wall St. Rank hold MA as of Q1 2026.
- Clean Yield Group held 1,113 shares of Mastercard worth $556K as of Q1 2026.
- Clean Yield Group sold 94 Mastercard shares in Q1 2026, an estimated $49.5K.
- Mastercard made up 0.16% of Clean Yield Group's portfolio in Q1 2026, its #90 holding.
- Clean Yield Group first reported a position in Mastercard in Q1 2015 and has held it in 34 quarters since.
- Clean Yield Group's Mastercard position peaked at $689K in Q4 2025.
- 3,602 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.