Holderness Investments Company’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.31M Sell
6,630
-107
-2% -$56.4K 0.67% 35
2025
Q4
$3.85M Sell
6,737
-32
-0.5% -$17.9K 0.78% 27
2025
Q3
$3.85M Buy
6,769
+32
+0.5% +$18.4K 0.79% 29
2025
Q2
$3.79M Buy
6,737
+573
+9% +$317K 0.81% 28
2025
Q1
$3.38M Buy
6,164
+36
+0.6% +$19.6K 0.79% 33
2024
Q4
$3.23M Buy
6,128
+29
+0.5% +$15K 0.71% 35
2024
Q3
$3.01M Hold
6,099
0.66% 37
2024
Q2
$2.69M Sell
6,099
-65
-1% -$29.6K 0.63% 38
2024
Q1
$2.97M Buy
6,164
+49
+0.8% +$22.4K 0.73% 35
2023
Q4
$2.61M Sell
6,115
-20
-0.3% -$8.04K 0.72% 36
2023
Q3
$2.43M Sell
6,135
-12
-0.2% -$4.82K 0.95% 29
2023
Q2
$2.42M Buy
6,147
+97
+2% +$36.4K 0.89% 28
2023
Q1
$2.2M Hold
6,050
0.88% 28
2022
Q4
$2.1M Sell
6,050
-45
-0.7% -$14.8K 0.91% 28
2022
Q3
$1.73M Hold
6,095
0.79% 35
2022
Q2
$1.92M Buy
6,095
+10
+0.2% +$3.44K 0.8% 33
2022
Q1
$2.17M Sell
6,085
-750
-11% -$270K 0.73% 33
2021
Q4
$2.46M Sell
6,835
-17
-0.2% -$5.88K 0.73% 34
2021
Q3
$2.38M Buy
6,852
+325
+5% +$118K 0.79% 36
2021
Q2
$2.38M Hold
6,527
0.79% 36
2021
Q1
$2.32M Sell
6,527
-43
-0.7% -$15K 0.83% 33
2020
Q4
$2.35M Buy
6,570
+15
+0.2% +$4.99K 0.91% 28
2020
Q3
$2.22M Sell
6,555
-825
-11% -$268K 0.91% 30
2020
Q2
$2.18M Sell
7,380
-216
-3% -$60.9K 0.97% 27
2020
Q1
$1.83M Sell
7,596
-675
-8% -$201K 1.04% 27
2019
Q4
$2.47M Buy
8,271
+265
+3% +$74.7K 1.06% 26
2019
Q3
$2.17M Sell
8,006
-320
-4% -$88.2K 1.01% 30
2019
Q2
$2.2M Buy
8,326
+535
+7% +$134K 1% 28
2019
Q1
$1.83M Buy
7,791
+100
+1% +$21.5K 0.88% 30
2018
Q4
$1.45M Buy
7,691
+25
+0.3% +$4.96K 0.79% 35
2018
Q3
$1.71M Buy
7,666
+200
+3% +$41.7K 0.77% 36
2018
Q2
$1.47M Buy
7,466
+181
+2% +$34K 0.71% 40
2018
Q1
$1.28M Hold
7,285
0.63% 48
2017
Q4
$1.1M Hold
7,285
0.54% 58
2017
Q3
$1.03M Hold
7,285
0.53% 64
2017
Q2
$885K Buy
7,285
+150
+2% +$17.8K 0.47% 73
2017
Q1
$802K Buy
+7,135
New +$782K 0.41% 81

Other funds holding MA

Holderness Investments Company's MA Position: Q1 2026 in Review

Holderness Investments Company reduced its Mastercard (MA) stake by 1.6% in Q1 2026, selling an estimated $56.4K and leaving 6,630 shares worth $3.31M. The position accounts for 0.67% of the portfolio, ranked #35.

Holderness Investments Company first reported a position in MA in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.85M in Q3 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Holderness Investments Company held 6,630 shares of Mastercard worth $3.31M as of Q1 2026.
  • Holderness Investments Company sold 107 Mastercard shares in Q1 2026, an estimated $56.4K.
  • Mastercard made up 0.67% of Holderness Investments Company's portfolio in Q1 2026, its #35 holding.
  • Holderness Investments Company first reported a position in Mastercard in Q1 2017 and has held it in 37 quarters since.
  • Holderness Investments Company's Mastercard position peaked at $3.85M in Q3 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.