Poehling Capital Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.47M Buy
14,547
+51
+0.4% +$25.4K 1.6% 14
2026
Q1
$7.24M Sell
14,496
-33
-0.2% -$17.4K 1.53% 14
2025
Q4
$8.29M Sell
14,529
-72
-0.5% -$40.2K 1.7% 16
2025
Q3
$8.31M Sell
14,601
-162
-1% -$93K 1.75% 14
2025
Q2
$8.3M Buy
14,763
+3
+0% +$1.66K 1.94% 13
2025
Q1
$8.09M Sell
14,760
-31
-0.2% -$16.9K 2.05% 10
2024
Q4
$7.79M Sell
14,791
-10
-0.1% -$5.18K 1.92% 15
2024
Q3
$7.31M Sell
14,801
-29
-0.2% -$13.5K 1.87% 13
2024
Q2
$6.54M Sell
14,830
-60
-0.4% -$27.3K 1.79% 14
2024
Q1
$7.17M Buy
14,890
+13
+0.1% +$5.94K 1.92% 14
2023
Q4
$6.35M Sell
14,877
-20
-0.1% -$8.04K 2.01% 13
2023
Q3
$5.9M Buy
14,897
+172
+1% +$69K 2.06% 16
2023
Q2
$5.79M Sell
14,725
-279
-2% -$105K 1.96% 16
2023
Q1
$5.45M Hold
15,004
1.84% 19
2022
Q4
$5.22M Sell
15,004
-20
-0.1% -$6.58K 1.95% 17
2022
Q3
$4.27M Sell
15,024
-167
-1% -$55.4K 1.79% 20
2022
Q2
$4.79M Sell
15,191
-279
-2% -$96.1K 1.8% 18
2022
Q1
$5.53M Sell
15,470
-377
-2% -$136K 1.71% 18
2021
Q4
$5.69M Sell
15,847
-71
-0.4% -$24.6K 1.84% 15
2021
Q3
$5.53M Sell
15,918
-175
-1% -$63.6K 1.87% 14
2021
Q2
$5.88M Sell
16,093
-86
-0.5% -$32K 1.87% 11
2021
Q1
$5.76M Sell
16,179
-345
-2% -$120K 2.02% 9
2020
Q4
$5.9M Buy
16,524
+2,221
+16% +$739K 2.34% 7
2020
Q3
$4.84M Sell
14,303
-432
-3% -$140K 2.48% 6
2020
Q2
$4.36M Buy
14,735
+137
+0.9% +$38.6K 2.34% 9
2020
Q1
$3.53M Buy
14,598
+9,823
+206% +$2.92M 2.58% 9
2019
Q4
$1.43M Sell
4,775
-60
-1% -$16.9K 0.93% 38
2019
Q3
$1.31M Sell
4,835
-50
-1% -$13.8K 0.96% 36
2019
Q2
$1.29M Buy
4,885
+82
+2% +$20.5K 0.87% 44
2019
Q1
$1.13M Buy
4,803
+40
+0.8% +$8.61K 0.82% 46
2018
Q4
$899K Sell
4,763
-80
-2% -$15.9K 0.87% 38
2018
Q3
$1.08M Buy
4,843
+1,290
+36% +$269K 0.76% 43
2018
Q2
$698K Sell
3,553
-1,290
-27% -$243K 0.61% 47
2018
Q1
$848K Hold
4,843
0.68% 48
2017
Q4
$733K Buy
+4,843
New +$720K 0.62% 51

Other funds holding MA

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

Poehling Capital Management increased its Mastercard (MA) stake by 0.35% in Q2 2026, buying an estimated $25.4K and bringing the position to 14,547 shares worth $7.47M. The position accounts for 1.6% of the portfolio, ranked #14.

Poehling Capital Management first reported a position in MA in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.31M in Q3 2025. 905 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Poehling Capital Management held 14,547 shares of Mastercard worth $7.47M as of Q2 2026.
  • Poehling Capital Management bought 51 Mastercard shares in Q2 2026, an estimated $25.4K.
  • Mastercard made up 1.6% of Poehling Capital Management's portfolio in Q2 2026, its #14 holding.
  • Poehling Capital Management first reported a position in Mastercard in Q4 2017 and has held it in 35 quarters since.
  • Poehling Capital Management's Mastercard position peaked at $8.31M in Q3 2025.
  • 905 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.