HCR Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.84M | Sell |
3,589
-127
| -3% | -$63.3K | 0.17% | 85 |
|
|
2026
Q1 | $1.86M | Buy |
3,716
+19
| +0.5% | +$10K | 0.19% | 80 |
|
|
2025
Q4 | $2.11M | Sell |
3,697
-57
| -2% | -$31.9K | 0.21% | 72 |
|
|
2025
Q3 | $2.17M | Sell |
3,754
-16
| -0.4% | -$9.19K | 0.22% | 67 |
|
|
2025
Q2 | $2.12M | Sell |
3,770
-74
| -2% | -$40.9K | 0.25% | 63 |
|
|
2025
Q1 | $2.11M | Sell |
3,844
-45
| -1% | -$24.5K | 0.27% | 59 |
|
|
2024
Q4 | $2.05M | Buy |
3,889
+68
| +2% | +$35.2K | 0.26% | 63 |
|
|
2024
Q3 | $1.89M | Sell |
3,821
-12
| -0.3% | -$5.58K | 0.25% | 63 |
|
|
2024
Q2 | $1.69M | Sell |
3,833
-9
| -0.2% | -$4.1K | 0.24% | 64 |
|
|
2024
Q1 | $1.85M | Sell |
3,842
-66
| -2% | -$30.2K | 0.28% | 60 |
|
|
2023
Q4 | $1.67M | Buy |
3,908
+1,737
| +80% | +$698K | 0.26% | 64 |
|
|
2023
Q3 | $859K | Sell |
2,171
-691
| -24% | -$277K | 0.19% | 83 |
|
|
2023
Q2 | $1.13M | Sell |
2,862
-37
| -1% | -$13.9K | 0.21% | 77 |
|
|
2023
Q1 | $1.05M | Buy |
2,899
+15
| +0.5% | +$5.45K | 0.21% | 78 |
|
|
2022
Q4 | $1M | Sell |
2,884
-81
| -3% | -$26.7K | 0.21% | 81 |
|
|
2022
Q3 | $843K | Sell |
2,965
-180
| -6% | -$59.7K | 0.18% | 83 |
|
|
2022
Q2 | $992K | Sell |
3,145
-60
| -2% | -$20.7K | 0.2% | 81 |
|
|
2022
Q1 | $1.15M | Buy |
3,205
+15
| +0.5% | +$5.39K | 0.19% | 86 |
|
|
2021
Q4 | $1.15M | Sell |
3,190
-360
| -10% | -$124K | 0.18% | 96 |
|
|
2021
Q3 | $1.23M | Buy |
3,550
+81
| +2% | +$29.5K | 0.21% | 91 |
|
|
2021
Q2 | $1.26M | Buy |
3,469
+161
| +5% | +$59.9K | 0.22% | 88 |
|
|
2021
Q1 | $1.18M | Sell |
3,308
-146
| -4% | -$50.9K | 0.23% | 85 |
|
|
2020
Q4 | $1.23M | Buy |
3,454
+114
| +3% | +$37.9K | 0.26% | 77 |
|
|
2020
Q3 | $1.12M | Buy |
3,340
+254
| +8% | +$82.6K | 0.26% | 74 |
|
|
2020
Q2 | $928K | Buy |
3,086
+225
| +8% | +$63.4K | 0.22% | 73 |
|
|
2020
Q1 | $691K | Sell |
2,861
-731
| -20% | -$217K | 0.2% | 78 |
|
|
2019
Q4 | $1.07M | Buy |
3,592
+907
| +34% | +$256K | 0.26% | 71 |
|
|
2019
Q3 | $729K | Buy |
2,685
+1,101
| +70% | +$303K | 0.24% | 76 |
|
|
2019
Q2 | $419K | Buy |
1,584
+75
| +5% | +$18.8K | 0.12% | 111 |
|
|
2019
Q1 | $355K | Buy |
1,509
+345
| +30% | +$74.2K | 0.1% | 129 |
|
|
2018
Q4 | $220K | Buy |
1,164
+50
| +4% | +$9.93K | 0.07% | 141 |
|
|
2018
Q3 | $226K | Sell |
1,114
-345
| -24% | -$72K | 0.07% | 141 |
|
|
2018
Q2 | $287K | Hold |
1,459
| – | – | 0.09% | 142 |
|
|
2018
Q1 | $256K | Buy |
1,459
+4
| +0.3% | +$684 | 0.09% | 143 |
|
|
2017
Q4 | $220K | Sell |
1,455
-179
| -11% | -$26.6K | 0.08% | 156 |
|
|
2017
Q3 | $231K | Sell |
1,634
-890
| -35% | -$118K | 0.1% | 143 |
|
|
2017
Q2 | $307K | Hold |
2,524
| – | – | 0.15% | 108 |
|
|
2017
Q1 | $284K | Buy |
2,524
+125
| +5% | +$13.7K | 0.15% | 118 |
|
|
2016
Q4 | $248K | Buy |
+2,399
| New | +$248K | 0.13% | 119 |
|
Other funds holding MA
HCR Wealth Advisors's MA Position: Q2 2026 in Review
HCR Wealth Advisors reduced its Mastercard (MA) stake by 3.4% in Q2 2026, selling an estimated $63.3K and leaving 3,589 shares worth $1.84M. The position accounts for 0.17% of the portfolio, ranked #85.
HCR Wealth Advisors first reported a position in MA in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.17M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- HCR Wealth Advisors held 3,589 shares of Mastercard worth $1.84M as of Q2 2026.
- HCR Wealth Advisors sold 127 Mastercard shares in Q2 2026, an estimated $63.3K.
- Mastercard made up 0.17% of HCR Wealth Advisors's portfolio in Q2 2026, its #85 holding.
- HCR Wealth Advisors first reported a position in Mastercard in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Mastercard position peaked at $2.17M in Q3 2025.
- 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.