Coign Capital Advisors’s Mastercard MA Stock Holding History

Coign Capital 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 Q2	$697K	Buy	1,358 +25	+2%	+$12.5K	0.31%	54
2026 Q1	$666K	Buy	1,333 +46	+4%	+$24.2K	0.35%	61
2025 Q4	$735K	Buy	1,287 +28	+2%	+$15.7K	0.38%	55
2025 Q3	$716K	Sell	1,259 -38	-3%	-$21.8K	0.39%	50
2025 Q2	$729K	Buy	1,297 +15	+1%	+$8.29K	0.49%	38
2025 Q1	$703K	Sell	1,282 -36	-3%	-$19.6K	0.54%	31
2024 Q4	$694K	Buy	+1,318	New	+$682K	0.64%	34

Other funds holding MA

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Coign Capital Advisors's MA Position: Q2 2026 in Review

Coign Capital Advisors increased its Mastercard (MA) stake by 1.9% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,358 shares worth $697K. The position accounts for 0.31% of the portfolio, ranked #54.

Coign Capital Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Coign Capital Advisors held 1,358 shares of Mastercard worth $697K as of Q2 2026.
Coign Capital Advisors bought 25 Mastercard shares in Q2 2026, an estimated $12.5K.
Mastercard made up 0.31% of Coign Capital Advisors's portfolio in Q2 2026, its #54 holding.
Coign Capital Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
Coign Capital Advisors's Mastercard position peaked at $735K in Q4 2025.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.