Millstone Evans Group’s Mastercard MA Stock Holding History

Millstone Evans 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 Q2	$357K	Buy	695 +44	+7%	+$21.9K	0.19%	91
2026 Q1	$325K	Hold	651	–	–	0.2%	96
2025 Q4	$372K	Buy	651 +24	+4%	+$13.4K	0.22%	84
2025 Q3	$357K	Buy	627 +17	+3%	+$9.76K	0.23%	75
2025 Q2	$343K	Buy	610 +37	+6%	+$20.5K	0.23%	80
2025 Q1	$314K	Buy	573 +15	+3%	+$8.17K	0.21%	86
2024 Q4	$294K	Buy	+558	New	+$289K	0.2%	89

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Millstone Evans Group's MA Position: Q2 2026 in Review

Millstone Evans Group increased its Mastercard (MA) stake by 6.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 695 shares worth $357K. The position accounts for 0.19% of the portfolio, ranked #91.

Millstone Evans Group first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $372K in Q4 2025. 3,087 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Millstone Evans Group held 695 shares of Mastercard worth $357K as of Q2 2026.
Millstone Evans Group bought 44 Mastercard shares in Q2 2026, an estimated $21.9K.
Mastercard made up 0.19% of Millstone Evans Group's portfolio in Q2 2026, its #91 holding.
Millstone Evans Group first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Mastercard position peaked at $372K in Q4 2025.
3,087 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.