MCM
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Monument Capital Management’s Mastercard MA Stock Holding History

Monument Capital 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 		$846K Sell
1,646
-61
-4% -$30.4K 0.17% 121
2026
Q1 		$853K Sell
1,707
-258
-13% -$136K 0.21% 102
2025
Q4 		$1.12M Buy
1,965
+13
+0.7% +$7.27K 0.28% 91
2025
Q3 		$1.11M Sell
1,952
-160
-8% -$91.9K 0.28% 90
2025
Q2 		$1.19M Buy
2,112
+154
+8% +$85.2K 0.31% 88
2025
Q1 		$1.07M Buy
1,958
+17
+0.9% +$9.26K 0.33% 80
2024
Q4 		$1.02M Buy
1,941
+110
+6% +$56.9K 0.28% 78
2024
Q3 		$904K Hold
1,831
– – 0.25% 82
2024
Q2 		$808K Sell
1,831
-86
-4% -$39.2K 0.24% 84
2024
Q1 		$923K Sell
1,917
-118
-6% -$53.9K 0.27% 86
2023
Q4 		$868K Buy
2,035
+31
+2% +$12.5K 0.28% 86
2023
Q3 		$794K Buy
2,004
+146
+8% +$58.6K 0.27% 83
2023
Q2 		$731K Buy
1,858
+106
+6% +$39.8K 0.23% 82
2023
Q1 		$637K Buy
1,752
+153
+10% +$55.6K 0.21% 87
2022
Q4 		$556K Buy
1,599
+358
+29% +$118K 0.19% 93
2022
Q3 		$353K Buy
1,241
+401
+48% +$133K 0.13% 116
2022
Q2 		$265K Buy
+840
New +$289K 0.1% 128
2022
Q1 		– Sell
-754
Closed -$271K – 146
2021
Q4 		$271K Buy
754
+89
+13% +$30.8K 0.08% 130
2021
Q3 		$231K Buy
665
+20
+3% +$7.27K 0.08% 136
2021
Q2 		$236K Hold
645
– – 0.08% 130
2021
Q1 		$230K Buy
+645
New +$225K 0.09% 102
2018
Q4 		– Sell
-12
Closed -$3K – 230
2018
Q3 		$3K Buy
+12
New +$2.5K ﹤0.01% 219

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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

Monument Capital Management's MA Position: Q2 2026 in Review

Monument Capital Management reduced its Mastercard (MA) stake by 3.6% in Q2 2026, selling an estimated $30.4K and leaving 1,646 shares worth $846K. The position accounts for 0.17% of the portfolio, ranked #121.

Monument Capital Management first reported a position in MA in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.19M in Q2 2025. 1,668 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Monument Capital Management held 1,646 shares of Mastercard worth $846K as of Q2 2026.
  • Monument Capital Management sold 61 Mastercard shares in Q2 2026, an estimated $30.4K.
  • Mastercard made up 0.17% of Monument Capital Management's portfolio in Q2 2026, its #121 holding.
  • Monument Capital Management first reported a position in Mastercard in Q3 2018 and has held it in 22 quarters since.
  • Monument Capital Management's Mastercard position peaked at $1.19M in Q2 2025.
  • 1,668 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.