Means Investment 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
Q2 | $787K | Sell |
1,533
-2,736
| -64% | -$1.36M | 0.06% | 105 |
|
|
2026
Q1 | $2.13M | Buy |
4,269
+174
| +4% | +$91.6K | 0.19% | 53 |
|
|
2025
Q4 | $2.34M | Buy |
4,095
+67
| +2% | +$37.5K | 0.2% | 53 |
|
|
2025
Q3 | $2.29M | Buy |
4,028
+416
| +12% | +$239K | 0.2% | 57 |
|
|
2025
Q2 | $2.03M | Buy |
3,612
+156
| +5% | +$86.3K | 0.19% | 58 |
|
|
2025
Q1 | $1.89M | Buy |
3,456
+1,622
| +88% | +$883K | 0.2% | 59 |
|
|
2024
Q4 | $966K | Buy |
1,834
+187
| +11% | +$96.8K | 0.1% | 97 |
|
|
2024
Q3 | $813K | Buy |
1,647
+28
| +2% | +$13K | 0.09% | 101 |
|
|
2024
Q2 | $714K | Sell |
1,619
-49
| -3% | -$22.3K | 0.09% | 103 |
|
|
2024
Q1 | $803K | Buy |
1,668
+52
| +3% | +$23.8K | 0.1% | 99 |
|
|
2023
Q4 | $689K | Sell |
1,616
-13
| -0.8% | -$5.22K | 0.1% | 111 |
|
|
2023
Q3 | $645K | Buy |
1,629
+17
| +1% | +$6.82K | 0.11% | 110 |
|
|
2023
Q2 | $634K | Buy |
1,612
+48
| +3% | +$18K | 0.1% | 111 |
|
|
2023
Q1 | $568K | Buy |
1,564
+2
| +0.1% | +$726 | 0.1% | 111 |
|
|
2022
Q4 | $543K | Sell |
1,562
-13
| -0.8% | -$4.28K | 0.11% | 112 |
|
|
2022
Q3 | $448K | Buy |
1,575
+38
| +2% | +$12.6K | 0.1% | 118 |
|
|
2022
Q2 | $485K | Sell |
1,537
-2
| -0.1% | -$689 | 0.1% | 114 |
|
|
2022
Q1 | $550K | Buy |
1,539
+14
| +0.9% | +$5.03K | 0.1% | 112 |
|
|
2021
Q4 | $548K | Sell |
1,525
-1
| -0.1% | -$346 | 0.1% | 109 |
|
|
2021
Q3 | $531K | Buy |
1,526
+20
| +1% | +$7.27K | 0.1% | 105 |
|
|
2021
Q2 | $550K | Sell |
1,506
-3
| -0.2% | -$1.11K | 0.11% | 107 |
|
|
2021
Q1 | $537K | Sell |
1,509
-39
| -3% | -$13.6K | 0.12% | 102 |
|
|
2020
Q4 | $531K | Buy |
1,548
+4
| +0.3% | +$1.33K | 0.12% | 99 |
|
|
2020
Q3 | $484K | Buy |
1,544
+89
| +6% | +$28.9K | 0.13% | 92 |
|
|
2020
Q2 | $478K | Buy |
1,455
+41
| +3% | +$11.6K | 0.15% | 87 |
|
|
2020
Q1 | $363K | Sell |
1,414
-173
| -11% | -$51.4K | 0.14% | 86 |
|
|
2019
Q4 | $514K | Sell |
1,587
-27
| -2% | -$7.61K | 0.17% | 78 |
|
|
2019
Q3 | $446K | Sell |
1,614
-28
| -2% | -$7.72K | 0.17% | 89 |
|
|
2019
Q2 | $449K | Sell |
1,642
-58
| -3% | -$14.5K | 0.18% | 84 |
|
|
2019
Q1 | $400K | Buy |
1,700
+87
| +5% | +$18.7K | 0.18% | 95 |
|
|
2018
Q4 | $304K | Buy |
+1,613
| New | +$320K | 0.17% | 103 |
|
Other funds holding MA
Means Investment Company's MA Position: Q2 2026 in Review
Means Investment Company reduced its Mastercard (MA) stake by 64% in Q2 2026, selling an estimated $1.36M and leaving 1,533 shares worth $787K. The position accounts for 0.06% of the portfolio, ranked #105.
Means Investment Company first reported a position in MA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.34M in Q4 2025. 3,632 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- Means Investment Company held 1,533 shares of Mastercard worth $787K as of Q2 2026.
- Means Investment Company sold 2,736 Mastercard shares in Q2 2026, an estimated $1.36M.
- Mastercard made up 0.06% of Means Investment Company's portfolio in Q2 2026, its #105 holding.
- Means Investment Company first reported a position in Mastercard in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's Mastercard position peaked at $2.34M in Q4 2025.
- 3,632 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.