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Kondo Wealth Advisors’s Mastercard MA Stock Holding History

Kondo Wealth Advisors’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
Q2 		– Sell
-428
Closed -$214K – 78
2026
Q1 		$214K Sell
428
-1
-0.2% -$527 0.08% 66
2025
Q4 		$245K Sell
429
-4
-0.9% -$2.24K 0.09% 62
2025
Q3 		$246K Buy
433
+10
+2% +$5.74K 0.1% 59
2025
Q2 		$239K Buy
423
+2
+0.5% +$1.11K 0.11% 61
2025
Q1 		$231K Buy
421
+16
+4% +$8.71K 0.11% 56
2024
Q4 		$213K Buy
+405
New +$210K 0.11% 58

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kondo Wealth Advisors's MA Position: Q2 2026 in Review

Kondo Wealth Advisors sold out of Mastercard (MA) in Q2 2026, closing a stake of 428 shares — an estimated $214K sold.

Kondo Wealth Advisors first reported a position in MA in Q4 2024 and held it in 6 quarters. The position peaked at $246K in Q3 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Kondo Wealth Advisors reported no remaining Mastercard position as of Q2 2026 after selling out during the quarter.
  • Kondo Wealth Advisors sold 428 Mastercard shares in Q2 2026, an estimated $214K.
  • Kondo Wealth Advisors first reported a position in Mastercard in Q4 2024 and held it in 6 quarters.
  • Kondo Wealth Advisors's Mastercard position peaked at $246K in Q3 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.