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Plato Investment Management’s Mastercard MA Stock Holding History

Plato Investment 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 		$13.8M Buy
27,058
+5,417
+25% +$2.7M 0.79% 22
2026
Q1 		$10.8M Buy
21,641
+779
+4% +$410K 0.73% 18
2025
Q4 		$12M Sell
20,862
-104
-0.5% -$58.1K 0.78% 14
2025
Q3 		$11.8M Buy
20,966
+1,944
+10% +$1.12M 0.8% 16
2025
Q2 		$10.7M Buy
19,022
+36
+0.2% +$19.9K 0.8% 16
2025
Q1 		$10.5M Sell
18,986
-1,382
-7% -$752K 0.89% 18
2024
Q4 		$10.8M Buy
20,368
+1,242
+6% +$643K 0.79% 16
2024
Q3 		$9.43M Buy
19,126
+103
+0.5% +$47.9K 0.77% 19
2024
Q2 		$8.39M Buy
19,023
+954
+5% +$435K 0.78% 22
2024
Q1 		$8.7M Buy
18,069
+16,810
+1,335% +$7.68M 0.9% 18
2023
Q4 		$537K Buy
+1,259
New +$506K 0.66% 32

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plato Investment Management's MA Position: Q2 2026 in Review

Plato Investment Management increased its Mastercard (MA) stake by 25% in Q2 2026, buying an estimated $2.7M and bringing the position to 27,058 shares worth $13.8M. The position accounts for 0.79% of the portfolio, ranked #22.

Plato Investment Management first reported a position in MA in Q4 2023 and has held it in 11 quarters since. 3,621 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Plato Investment Management held 27,058 shares of Mastercard worth $13.8M as of Q2 2026.
  • Plato Investment Management bought 5,417 Mastercard shares in Q2 2026, an estimated $2.7M.
  • Mastercard made up 0.79% of Plato Investment Management's portfolio in Q2 2026, its #22 holding.
  • Plato Investment Management first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.