Koa Wealth Management
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Koa Wealth Management’s Mastercard MA Stock Holding History

Koa Wealth 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
Q3 		$2.18M Buy
3,951
+211
+6% +$119K 1.41% 20
2026
Q2 		$1.92M Sell
3,740
-15
-0.4% -$7.48K 1.31% 20
2026
Q1 		$1.88M Buy
3,755
+719
+24% +$379K 1.36% 25
2025
Q4 		$1.73M Buy
3,036
+67
+2% +$37.5K 1.19% 27
2025
Q3 		$1.69M Sell
2,969
-92
-3% -$52.8K 1.25% 25
2025
Q2 		$1.72M Sell
3,061
-21
-0.7% -$11.6K 1.37% 24
2025
Q1 		$1.69M Sell
3,082
-94
-3% -$51.2K 1.36% 25
2024
Q4 		$1.67M Sell
3,176
-101
-3% -$52.3K 1.37% 26
2024
Q3 		$1.62M Buy
3,277
+4
+0.1% +$1.86K 1.25% 29
2024
Q2 		$1.44M Sell
3,273
-42
-1% -$19.1K 1.22% 27
2024
Q1 		$1.6M Sell
3,315
-78
-2% -$35.7K 1.44% 22
2023
Q4 		$1.45M Buy
+3,393
New +$1.36M 1.43% 22

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Koa Wealth Management's MA Position: Q3 2026 in Review

Koa Wealth Management increased its Mastercard (MA) stake by 5.6% in Q3 2026, buying an estimated $119K and bringing the position to 3,951 shares worth $2.18M. The position accounts for 1.41% of the portfolio, ranked #20.

Koa Wealth Management first reported a position in MA in Q4 2023 and has held it in 12 quarters since. 1,575 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Koa Wealth Management held 3,951 shares of Mastercard worth $2.18M as of Q3 2026.
  • Koa Wealth Management bought 211 Mastercard shares in Q3 2026, an estimated $119K.
  • Mastercard made up 1.41% of Koa Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Koa Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • 1,575 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.