Tufton Capital Management’s Mastercard MA Stock Holding History

Tufton Capital Management’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	$208K	Sell	405 -20	-5%	-$9.97K	0.03%	123
2026 Q1	$212K	Sell	425 -10	-2%	-$5.27K	0.04%	120
2025 Q4	$248K	Sell	435 -80	-16%	-$44.7K	0.04%	114
2025 Q3	$292K	Hold	515	–	–	0.05%	108
2025 Q2	$289K	Hold	515	–	–	0.05%	109
2025 Q1	$282K	Hold	515	–	–	0.05%	105
2024 Q4	$271K	Hold	515	–	–	0.05%	111
2024 Q3	$254K	Sell	515 -159	-24%	-$73.9K	0.05%	111
2024 Q2	$297K	Hold	674	–	–	0.06%	109
2024 Q1	$325K	Buy	674 +70	+12%	+$32K	0.06%	108
2023 Q4	$258K	Buy	604 +26	+4%	+$10.4K	0.05%	111
2023 Q3	$229K	Buy	578 +28	+5%	+$11.2K	0.05%	113
2023 Q2	$216K	Sell	550 -275	-33%	-$103K	0.05%	114
2023 Q1	$300K	Buy	825 +25	+3%	+$9.08K	0.06%	105
2022 Q4	$278K	Hold	800	–	–	0.06%	102
2022 Q3	$227K	Hold	800	–	–	0.05%	107
2022 Q2	$252K	Hold	800	–	–	0.05%	107
2022 Q1	$285K	Buy	800 +160	+25%	+$57.5K	0.05%	110
2021 Q4	$229K	Buy	+640	New	+$221K	0.04%	127

Other funds holding MA

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Tufton Capital Management's MA Position: Q2 2026 in Review

Tufton Capital Management reduced its Mastercard (MA) stake by 4.7% in Q2 2026, selling an estimated $9.97K and leaving 405 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #123.

Tufton Capital Management first reported a position in MA in Q4 2021 and has held it in 19 quarters since. The position peaked at $325K in Q1 2024. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Tufton Capital Management held 405 shares of Mastercard worth $208K as of Q2 2026.
Tufton Capital Management sold 20 Mastercard shares in Q2 2026, an estimated $9.97K.
Mastercard made up 0.03% of Tufton Capital Management's portfolio in Q2 2026, its #123 holding.
Tufton Capital Management first reported a position in Mastercard in Q4 2021 and has held it in 19 quarters since.
Tufton Capital Management's Mastercard position peaked at $325K in Q1 2024.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.