David J. Yvars Group’s Mastercard MA Stock Holding History

David J. Yvars 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 Q2	$239K	Buy	+465	New	+$232K	0.11%	86
2025 Q4	–	Sell	-412	Closed	-$235K	–	97
2025 Q3	$235K	Hold	412	–	–	0.13%	81
2025 Q2	$232K	Buy	+412	New	+$228K	0.14%	72
2022 Q1	–	Sell	-1,041	Closed	-$375K	–	91
2021 Q4	$375K	Sell	1,041 -1,050	-50%	-$363K	0.23%	52
2021 Q3	$739K	Hold	2,091	–	–	0.43%	37
2021 Q2	$766K	Hold	2,091	–	–	0.43%	38
2021 Q1	$747K	Buy	2,091 +1	+0%	+$349	0.48%	35
2020 Q4	$745K	Buy	+2,090	New	+$695K	0.5%	31

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

David J. Yvars Group's MA Position: Q2 2026 in Review

David J. Yvars Group opened a new position in Mastercard (MA) in Q2 2026: 465 shares worth $239K. The stake represents 0.11% of the portfolio and ranks #86 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in MA as recently as Q3 2025.

David J. Yvars Group first reported a position in MA in Q4 2020 and has held it in 8 quarters since. The position peaked at $766K in Q2 2021. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

David J. Yvars Group held 465 shares of Mastercard worth $239K as of Q2 2026.
Mastercard was a new David J. Yvars Group position in Q2 2026.
Mastercard made up 0.11% of David J. Yvars Group's portfolio in Q2 2026, its #86 holding.
David J. Yvars Group first reported a position in Mastercard in Q4 2020 and has held it in 8 quarters since.
David J. Yvars Group's Mastercard position peaked at $766K in Q2 2021.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.