GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Mastercard MA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$641K Buy
1,247
+125
+11% +$62.3K 0.02% 212
2026
Q1 		$561K Sell
1,122
-20
-2% -$10.5K 0.02% 210
2025
Q4 		$652K Sell
1,142
-7
-0.6% -$3.91K 0.02% 189
2025
Q3 		$654K Buy
1,149
+70
+6% +$40.2K 0.02% 187
2025
Q2 		$606K Buy
1,079
+47
+5% +$26K 0.02% 186
2025
Q1 		$566K Buy
1,032
+77
+8% +$41.9K 0.03% 179
2024
Q4 		$503K Buy
955
+93
+11% +$48.1K 0.02% 183
2024
Q3 		$426K Sell
862
-2
-0.2% -$930 0.02% 198
2024
Q2 		$381K Buy
864
+44
+5% +$20K 0.02% 200
2024
Q1 		$395K Buy
820
+76
+10% +$34.7K 0.02% 197
2023
Q4 		$318K Sell
744
-120
-14% -$48.2K 0.02% 201
2023
Q3 		$342K Buy
+864
New +$347K 0.02% 186
2023
Q1 		– Sell
-657
Closed -$229K – 259
2022
Q4 		$229K Sell
657
-128
-16% -$42.1K 0.02% 221
2022
Q3 		$223K Buy
785
+113
+17% +$37.5K 0.02% 208
2022
Q2 		$212K Sell
672
-30
-4% -$10.3K 0.02% 220
2022
Q1 		$250K Sell
702
-199
-22% -$71.5K 0.02% 227
2021
Q4 		$323K Buy
901
+884
+5,200% +$306K 0.03% 199
2021
Q3 		$17K Sell
17
-780
-98% -$284K ﹤0.01% 541
2021
Q2 		$290K Buy
797
+47
+6% +$17.5K 0.03% 199
2021
Q1 		$267K Buy
+750
New +$262K 0.03% 177

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Mastercard (MA) stake by 11% in Q2 2026, buying an estimated $62.3K and bringing the position to 1,247 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #212.

Gerber Kawasaki Wealth & Investment Management first reported a position in MA in Q1 2021 and has held it in 20 quarters since. The position peaked at $654K in Q3 2025. 2,840 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,247 shares of Mastercard worth $641K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 125 Mastercard shares in Q2 2026, an estimated $62.3K.
  • Mastercard made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #212 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Mastercard in Q1 2021 and has held it in 20 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Mastercard position peaked at $654K in Q3 2025.
  • 2,840 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.