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Purkiss Capital Advisors’s Mastercard MA Stock Holding History

Purkiss Capital Advisors’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 		$2.94M Buy
5,717
+159
+3% +$79.3K 1.12% 18
2026
Q1 		$2.78M Buy
5,558
+561
+11% +$295K 1.22% 17
2025
Q4 		$2.85M Buy
4,997
+42
+0.8% +$23.5K 1.34% 14
2025
Q3 		$2.82M Buy
4,955
+845
+21% +$485K 1.35% 13
2025
Q2 		$2.31M Buy
4,110
+2,433
+145% +$1.35M 1.28% 13
2025
Q1 		$919K Buy
1,677
+320
+24% +$174K 0.69% 27
2024
Q4 		$714K Buy
+1,357
New +$703K 0.62% 31

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Purkiss Capital Advisors's MA Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Mastercard (MA) stake by 2.9% in Q2 2026, buying an estimated $79.3K and bringing the position to 5,717 shares worth $2.94M. The position accounts for 1.12% of the portfolio, ranked #18.

Purkiss Capital Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Purkiss Capital Advisors held 5,717 shares of Mastercard worth $2.94M as of Q2 2026.
  • Purkiss Capital Advisors bought 159 Mastercard shares in Q2 2026, an estimated $79.3K.
  • Mastercard made up 1.12% of Purkiss Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Purkiss Capital Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.