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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's MA Position: Q1 2026 in Review

Plato Investment Management increased its Mastercard (MA) stake by 3.7% in Q1 2026, buying an estimated $410K and bringing the position to 21,641 shares worth $10.8M. The position accounts for 0.73% of the portfolio, ranked #18.

Plato Investment Management first reported a position in MA in Q4 2023 and has held it in 10 quarters since. The position peaked at $12M in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Plato Investment Management held 21,641 shares of Mastercard worth $10.8M as of Q1 2026.
Plato Investment Management bought 779 Mastercard shares in Q1 2026, an estimated $410K.
Mastercard made up 0.73% of Plato Investment Management's portfolio in Q1 2026, its #18 holding.
Plato Investment Management first reported a position in Mastercard in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Mastercard position peaked at $12M in Q4 2025.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.