MOKAN Wealth Management’s Mastercard MA Stock Holding History

MOKAN 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 Q2	$238K	Buy	+463	New	+$231K	0.09%	91
2025 Q3	–	Sell	-2,526	Closed	-$1.42M	–	102
2025 Q2	$1.42M	Buy	2,526 +149	+6%	+$82.4K	0.79%	37
2025 Q1	$1.3M	Buy	2,377 +65	+3%	+$35.4K	0.78%	37
2024 Q4	$1.22M	Buy	+2,312	New	+$1.2M	0.77%	37

Other funds holding MA

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

MOKAN Wealth Management's MA Position: Q2 2026 in Review

MOKAN Wealth Management opened a new position in Mastercard (MA) in Q2 2026: 463 shares worth $238K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings. This is a return to the name: MOKAN Wealth Management previously reported a position in MA as recently as Q2 2025.

MOKAN Wealth Management first reported a position in MA in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.42M in Q2 2025. 1,577 funds tracked by Wall St. Rank hold MA as of Q2 2026.

MOKAN Wealth Management held 463 shares of Mastercard worth $238K as of Q2 2026.
Mastercard was a new MOKAN Wealth Management position in Q2 2026.
Mastercard made up 0.09% of MOKAN Wealth Management's portfolio in Q2 2026, its #91 holding.
MOKAN Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 4 quarters since.
MOKAN Wealth Management's Mastercard position peaked at $1.42M in Q2 2025.
1,577 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.