Junto Capital Management’s Mastercard MA Stock Holding History

Junto Capital 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 Q1	$55.3M	Buy	+110,656	New	+$58.3M	1.17%	29
2025 Q3	–	Sell	-151,119	Closed	-$84.9M	–	94
2025 Q2	$84.9M	Buy	+151,119	New	+$83.6M	1.77%	15
2024 Q2	–	Sell	-203,668	Closed	-$98.1M	–	90
2024 Q1	$98.1M	Buy	+203,668	New	+$93.1M	2.17%	10
2023 Q4	–	Sell	-111,878	Closed	-$44.3M	–	94
2023 Q3	$44.3M	Buy	+111,878	New	+$44.9M	1.05%	43
2021 Q1	–	Sell	-266,981	Closed	-$95.3M	–	63
2020 Q4	$95.3M	Buy	+266,981	New	+$88.8M	3.1%	7
2019 Q2	–	Sell	-143,165	Closed	-$33.7M	–	44
2019 Q1	$33.7M	Buy	+143,165	New	+$30.8M	1.94%	24

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

Junto Capital Management's MA Position: Q1 2026 in Review

Junto Capital Management opened a new position in Mastercard (MA) in Q1 2026: 110,656 shares worth $55.3M. The stake represents 1.17% of the portfolio and ranks #29 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in MA as recently as Q2 2025.

Junto Capital Management first reported a position in MA in Q1 2019 and has held it in 6 quarters since. The position peaked at $98.1M in Q1 2024. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Junto Capital Management held 110,656 shares of Mastercard worth $55.3M as of Q1 2026.
Mastercard was a new Junto Capital Management position in Q1 2026.
Mastercard made up 1.17% of Junto Capital Management's portfolio in Q1 2026, its #29 holding.
Junto Capital Management first reported a position in Mastercard in Q1 2019 and has held it in 6 quarters since.
Junto Capital Management's Mastercard position peaked at $98.1M in Q1 2024.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.