South Shore Capital Advisors’s Mastercard MA Stock Holding History

South Shore 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	$962K	Hold	1,874	–	–	0.64%	33
2026 Q1	$936K	Buy	1,874 +151	+9%	+$79.5K	0.68%	32
2025 Q4	$984K	Buy	+1,723	New	+$963K	0.72%	27
2021 Q2	–	Sell	-1,454	Closed	-$518K	–	116
2021 Q1	$518K	Buy	1,454 +64	+5%	+$22.3K	0.52%	50
2020 Q4	$496K	Buy	+1,390	New	+$462K	0.49%	52

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

South Shore Capital Advisors's MA Position: Q2 2026 in Review

South Shore Capital Advisors held its Mastercard (MA) position steady in Q2 2026 at 1,874 shares worth $962K. The position accounts for 0.64% of the portfolio, ranked #33.

South Shore Capital Advisors first reported a position in MA in Q4 2020 and has held it in 5 quarters since. The position peaked at $984K in Q4 2025. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

South Shore Capital Advisors held 1,874 shares of Mastercard worth $962K as of Q2 2026.
South Shore Capital Advisors left its Mastercard share count unchanged in Q2 2026.
Mastercard made up 0.64% of South Shore Capital Advisors's portfolio in Q2 2026, its #33 holding.
South Shore Capital Advisors first reported a position in Mastercard in Q4 2020 and has held it in 5 quarters since.
South Shore Capital Advisors's Mastercard position peaked at $984K in Q4 2025.
3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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