KFA Private Wealth Group’s Mastercard MA Stock Holding History

KFA Private Wealth 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 Q1	$225K	Buy	451 +1	+0.2%	+$527	0.05%	155
2025 Q4	$257K	Buy	450 +16	+4%	+$8.94K	0.06%	132
2025 Q3	$247K	Buy	+434	New	+$249K	0.07%	124
2024 Q2	–	Sell	-613	Closed	-$295K	–	91
2024 Q1	$295K	Buy	613 +9	+1%	+$4.11K	0.09%	82
2023 Q4	$257K	Buy	604 +17	+3%	+$6.83K	0.09%	76
2023 Q3	$233K	Buy	587 +3	+0.5%	+$1.2K	0.1%	72
2023 Q2	$230K	Buy	584 +13	+2%	+$4.88K	0.1%	72
2023 Q1	$208K	Sell	571 -40	-7%	-$14.5K	0.09%	75
2022 Q4	$212K	Buy	+611	New	+$201K	0.11%	64
2022 Q2	–	Sell	-602	Closed	-$215K	–	70
2022 Q1	$215K	Buy	602 +26	+5%	+$9.35K	0.11%	69
2021 Q4	$207K	Sell	576 -26	-4%	-$8.99K	0.1%	67
2021 Q3	$209K	Buy	602 +1	+0.2%	+$364	0.11%	69
2021 Q2	$219K	Buy	601 +1	+0.2%	+$372	0.12%	67
2021 Q1	$214K	Buy	600 +29	+5%	+$10.1K	0.12%	72
2020 Q4	$204K	Sell	571 -104	-15%	-$34.6K	0.13%	71
2020 Q3	$228K	Buy	+675	New	+$219K	0.17%	58

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

KFA Private Wealth Group's MA Position: Q1 2026 in Review

KFA Private Wealth Group increased its Mastercard (MA) stake by 0.22% in Q1 2026, buying an estimated $527 and bringing the position to 451 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #155.

KFA Private Wealth Group first reported a position in MA in Q3 2020 and has held it in 16 quarters since. The position peaked at $295K in Q1 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

KFA Private Wealth Group held 451 shares of Mastercard worth $225K as of Q1 2026.
KFA Private Wealth Group bought 1 Mastercard share in Q1 2026, an estimated $527.
Mastercard made up 0.05% of KFA Private Wealth Group's portfolio in Q1 2026, its #155 holding.
KFA Private Wealth Group first reported a position in Mastercard in Q3 2020 and has held it in 16 quarters since.
KFA Private Wealth Group's Mastercard position peaked at $295K in Q1 2024.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.