Darden Wealth Group’s Mastercard MA Stock Holding History

Darden Wealth Group’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	$1.42M	Sell	2,840 -137	-5%	-$72.2K	0.72%	33
2025 Q4	$1.7M	Hold	2,977	–	–	0.82%	24
2025 Q3	$1.69M	Buy	2,977 +142	+5%	+$81.5K	0.89%	26
2025 Q2	$1.59M	Hold	2,835	–	–	0.96%	24
2025 Q1	$1.55M	Buy	2,835 +50	+2%	+$27.2K	1.2%	16
2024 Q4	$1.47M	Hold	2,785	–	–	0.99%	21
2024 Q3	$1.38M	Sell	2,785 -4	-0.1%	-$1.86K	0.99%	21
2024 Q2	$1.23M	Hold	2,789	–	–	0.74%	28
2024 Q1	$1.34M	Hold	2,789	–	–	1.05%	22
2023 Q4	$1.19M	Buy	+2,789	New	+$1.12M	1.14%	19

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Darden Wealth Group's MA Position: Q1 2026 in Review

Darden Wealth Group reduced its Mastercard (MA) stake by 4.6% in Q1 2026, selling an estimated $72.2K and leaving 2,840 shares worth $1.42M. The position accounts for 0.72% of the portfolio, ranked #33.

Darden Wealth Group first reported a position in MA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Darden Wealth Group held 2,840 shares of Mastercard worth $1.42M as of Q1 2026.
Darden Wealth Group sold 137 Mastercard shares in Q1 2026, an estimated $72.2K.
Mastercard made up 0.72% of Darden Wealth Group's portfolio in Q1 2026, its #33 holding.
Darden Wealth Group first reported a position in Mastercard in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's Mastercard position peaked at $1.7M in Q4 2025.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.