Richards, Merrill & Peterson
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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
Q3 		$607K Hold
1,100
– – 0.18% 111
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 $32.7B AUM 3.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Richards, Merrill & Peterson's MA Position: Q3 2026 in Review

Richards, Merrill & Peterson held its Mastercard (MA) position steady in Q3 2026 at 1,100 shares worth $607K. The position accounts for 0.18% of the portfolio, ranked #111.

Richards, Merrill & Peterson first reported a position in MA in Q4 2024 and has held it in 8 quarters since. The position peaked at $622K in Q4 2025. 2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Richards, Merrill & Peterson held 1,100 shares of Mastercard worth $607K as of Q3 2026.
  • Richards, Merrill & Peterson left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.18% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #111 holding.
  • Richards, Merrill & Peterson first reported a position in Mastercard in Q4 2024 and has held it in 8 quarters since.
  • Richards, Merrill & Peterson's Mastercard position peaked at $622K in Q4 2025.
  • 2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.