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Richards, Merrill & Peterson’s Mastercard MA Stock Holding History

Richards, Merrill & Peterson’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 		$565K Buy
1,100
+10
+0.9% +$4.99K 0.18% 113
2026
Q1 		$544K Buy
1,090
+1
+0.1% +$527 0.2% 111
2025
Q4 		$622K Buy
1,089
+137
+14% +$76.6K 0.24% 100
2025
Q3 		$542K Sell
952
-12
-1% -$6.89K 0.23% 106
2025
Q2 		$541K Buy
964
+12
+1% +$6.64K 0.26% 97
2025
Q1 		$522K Buy
952
+25
+3% +$13.6K 0.27% 88
2024
Q4 		$488K Buy
+927
New +$480K 0.26% 93

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

Richards, Merrill & Peterson's MA Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Mastercard (MA) stake by 0.92% in Q2 2026, buying an estimated $4.99K and bringing the position to 1,100 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #113.

Richards, Merrill & Peterson first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $622K in Q4 2025. 1,577 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Richards, Merrill & Peterson held 1,100 shares of Mastercard worth $565K as of Q2 2026.
  • Richards, Merrill & Peterson bought 10 Mastercard shares in Q2 2026, an estimated $4.99K.
  • Mastercard made up 0.18% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #113 holding.
  • Richards, Merrill & Peterson first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Mastercard position peaked at $622K in Q4 2025.
  • 1,577 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.