Ted Buchan & Co’s Mastercard MA Stock Holding History

Ted Buchan & Co’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	$331K	Hold	600	–	–	0.11%	77
2026 Q2	$308K	Hold	600	–	–	0.1%	78
2026 Q1	$300K	Hold	600	–	–	0.11%	75
2025 Q4	$343K	Sell	600 -58	-9%	-$32.4K	0.13%	73
2025 Q3	$374K	Hold	658	–	–	0.15%	66
2025 Q2	$370K	Hold	658	–	–	0.15%	72
2025 Q1	$361K	Hold	658	–	–	0.17%	66
2024 Q4	$346K	Sell	658 -4	-0.6%	-$2.07K	0.16%	67
2024 Q3	$327K	Hold	662	–	–	0.16%	71
2024 Q2	$292K	Hold	662	–	–	0.16%	73
2024 Q1	$319K	Hold	662	–	–	0.2%	71
2023 Q4	$282K	Hold	662	–	–	0.21%	67
2023 Q3	$262K	Hold	662	–	–	0.21%	64
2023 Q2	$260K	Hold	662	–	–	0.2%	64
2023 Q1	$241K	Buy	662 +65	+11%	+$23.6K	0.2%	67
2022 Q4	$208K	Buy	+597	New	+$197K	0.19%	75

Other funds holding MA

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Ted Buchan & Co's MA Position: Q3 2026 in Review

Ted Buchan & Co held its Mastercard (MA) position steady in Q3 2026 at 600 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #77.

Ted Buchan & Co first reported a position in MA in Q4 2022 and has held it in 16 quarters since. The position peaked at $374K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Ted Buchan & Co held 600 shares of Mastercard worth $331K as of Q3 2026.
Ted Buchan & Co left its Mastercard share count unchanged in Q3 2026.
Mastercard made up 0.11% of Ted Buchan & Co's portfolio in Q3 2026, its #77 holding.
Ted Buchan & Co first reported a position in Mastercard in Q4 2022 and has held it in 16 quarters since.
Ted Buchan & Co's Mastercard position peaked at $374K in Q3 2025.
1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.