MOTCO’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$521K Sell
1,042
-4
-0.4% -$2.11K 0.05% 143
2025
Q4
$597K Hold
1,046
0.05% 144
2025
Q3
$595K Buy
1,046
+520
+99% +$299K 0.05% 142
2025
Q2
$298K Buy
526
+12
+2% +$6.64K 0.03% 168
2025
Q1
$282K Sell
514
-27
-5% -$14.7K 0.03% 162
2024
Q4
$285K Sell
541
-2,036
-79% -$1.05M 0.03% 160
2024
Q3
$1.27M Buy
2,577
+147
+6% +$68.4K 0.13% 113
2024
Q2
$1.07M Sell
2,430
-25
-1% -$11.4K 0.06% 157
2024
Q1
$1.18M Buy
2,455
+2,018
+462% +$923K 0.07% 160
2023
Q4
$186K Sell
437
-11
-2% -$4.42K 0.01% 254
2023
Q3
$177K Sell
448
-21
-4% -$8.43K 0.01% 248
2023
Q2
$184K Buy
469
+28
+6% +$10.5K 0.01% 242
2023
Q1
$160K Hold
441
0.01% 243
2022
Q4
$153K Sell
441
-15
-3% -$4.94K 0.01% 248
2022
Q3
$130K Buy
456
+12
+3% +$3.98K 0.01% 260
2022
Q2
$140K Hold
444
0.01% 258
2022
Q1
$159K Buy
444
+59
+15% +$21.2K 0.01% 258
2021
Q4
$138K Hold
385
0.01% 262
2021
Q3
$134K Sell
385
-87
-18% -$31.6K 0.01% 267
2021
Q2
$172K Buy
472
+51
+12% +$19K 0.01% 255
2021
Q1
$150K Sell
421
-154
-27% -$53.7K 0.01% 257
2020
Q4
$205K Buy
575
+4
+0.7% +$1.33K 0.02% 229
2020
Q3
$193K Buy
571
+62
+12% +$20.2K 0.02% 227
2020
Q2
$151K Sell
509
-49
-9% -$13.8K 0.01% 226
2020
Q1
$135K Buy
558
+136
+32% +$40.4K 0.01% 231
2019
Q4
$126K Buy
422
+143
+51% +$40.3K 0.01% 252
2019
Q3
$76K Sell
279
-463
-62% -$128K 0.01% 290
2019
Q2
$196K Buy
742
+610
+462% +$153K 0.02% 231
2019
Q1
$31K Sell
132
-54
-29% -$11.6K ﹤0.01% 357
2018
Q4
$35K Buy
186
+54
+41% +$10.7K ﹤0.01% 346
2018
Q3
$29K Hold
132
﹤0.01% 378
2018
Q2
$26K Hold
132
﹤0.01% 370
2018
Q1
$23K Sell
132
-106
-45% -$18.1K ﹤0.01% 389
2017
Q4
$36K Hold
238
﹤0.01% 338
2017
Q3
$34K Buy
238
+132
+125% +$17.5K ﹤0.01% 351
2017
Q2
$13K Buy
+106
New +$12.6K ﹤0.01% 467
2016
Q4
Sell
-77
Closed -$8K 615
2016
Q3
$8K Buy
+77
New +$7.38K ﹤0.01% 496

Other funds holding MA

MOTCO's MA Position: Q1 2026 in Review

MOTCO reduced its Mastercard (MA) stake by 0.38% in Q1 2026, selling an estimated $2.11K and leaving 1,042 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #143.

MOTCO first reported a position in MA in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.27M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • MOTCO held 1,042 shares of Mastercard worth $521K as of Q1 2026.
  • MOTCO sold 4 Mastercard shares in Q1 2026, an estimated $2.11K.
  • Mastercard made up 0.05% of MOTCO's portfolio in Q1 2026, its #143 holding.
  • MOTCO first reported a position in Mastercard in Q3 2016 and has held it in 37 quarters since.
  • MOTCO's Mastercard position peaked at $1.27M in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.