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WD Rutherford’s Mastercard MA Stock Holding History

WD Rutherford’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 		$4.4M Sell
8,563
-71
-0.8% -$35.4K 1.59% 28
2026
Q1 		$4.31M Sell
8,634
-97
-1% -$51.1K 1.92% 22
2025
Q4 		$4.98M Buy
8,731
+295
+3% +$165K 2.08% 15
2025
Q3 		$4.8M Buy
8,436
+47
+0.6% +$27K 2.04% 16
2025
Q2 		$4.71M Sell
8,389
-315
-4% -$174K 2.17% 16
2025
Q1 		$4.5M Sell
8,704
-146
-2% -$79.5K 2.4% 12
2024
Q4 		$4.66M Sell
8,850
-172
-2% -$89K 2.21% 15
2024
Q3 		$4.46M Buy
9,022
+206
+2% +$95.8K 2.18% 14
2024
Q2 		$3.89M Buy
8,816
+319
+4% +$145K 1.95% 17
2024
Q1 		$4.09M Sell
8,497
-105
-1% -$48K 2.12% 15
2023
Q4 		$3.78M Sell
8,602
-115
-1% -$46.2K 2.2% 19
2023
Q3 		$3.45M Sell
8,717
-1,415
-14% -$568K 2.37% 13
2023
Q2 		$3.98M Sell
10,132
-145
-1% -$54.4K 2.55% 11
2023
Q1 		$3.73M Sell
10,277
-105
-1% -$38.1K 2.63% 11
2022
Q4 		$3.61M Sell
10,382
-250
-2% -$82.3K 2.83% 8
2022
Q3 		$3.02M Sell
10,632
-275
-3% -$91.2K 2.43% 12
2022
Q2 		$3.44M Buy
10,907
+20
+0.2% +$6.89K 2.66% 12
2022
Q1 		$3.89M Sell
10,887
-114
-1% -$41K 2.22% 14
2021
Q4 		$3.95M Sell
11,001
-210
-2% -$72.6K 2% 18
2021
Q3 		$3.9M Buy
11,211
+145
+1% +$52.7K 2.12% 21
2021
Q2 		$4.04M Buy
11,066
+180
+2% +$66.9K 2.25% 19
2021
Q1 		$3.88M Sell
10,886
-2,415
-18% -$843K 2.41% 16
2020
Q4 		$4.75M Buy
+13,301
New +$4.42M 3% 8

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

WD Rutherford's MA Position: Q2 2026 in Review

WD Rutherford reduced its Mastercard (MA) stake by 0.82% in Q2 2026, selling an estimated $35.4K and leaving 8,563 shares worth $4.4M. The position accounts for 1.59% of the portfolio, ranked #28.

WD Rutherford first reported a position in MA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.98M in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • WD Rutherford held 8,563 shares of Mastercard worth $4.4M as of Q2 2026.
  • WD Rutherford sold 71 Mastercard shares in Q2 2026, an estimated $35.4K.
  • Mastercard made up 1.59% of WD Rutherford's portfolio in Q2 2026, its #28 holding.
  • WD Rutherford first reported a position in Mastercard in Q4 2020 and has held it in 23 quarters since.
  • WD Rutherford's Mastercard position peaked at $4.98M in Q4 2025.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.