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McCarley & Cook Financial Planners’s Mastercard MA Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$10.5K Hold
19
– – 0.01% 170
2026
Q2 		$9.8K Hold
19
– – 0.01% 160
2026
Q1 		$9.49K Hold
19
– – 0.01% 167
2025
Q4 		$10.8K Buy
+19
New +$10.6K 0.01% 151

Other funds holding MA

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

McCarley & Cook Financial Planners's MA Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Mastercard (MA) position steady in Q3 2026 at 19 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #170.

McCarley & Cook Financial Planners first reported a position in MA in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q4 2025. 925 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • McCarley & Cook Financial Planners held 19 shares of Mastercard worth $10.5K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #170 holding.
  • McCarley & Cook Financial Planners first reported a position in Mastercard in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Mastercard position peaked at $10.8K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.