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West Coast Financial’s Mastercard MA Stock Holding History

West Coast Financial’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
2025
Q2 		– Sell
-38,261
Closed -$21M – 90
2025
Q1 		$21M Sell
38,261
-1,082
-3% -$589K 2.39% 7
2024
Q4 		$20.7M Buy
39,343
+183
+0.5% +$94.7K 2.28% 9
2024
Q3 		$19.3M Buy
39,160
+178
+0.5% +$82.8K 2.13% 9
2024
Q2 		$17.2M Buy
38,982
+72
+0.2% +$32.8K 2.04% 9
2024
Q1 		$18.7M Sell
38,910
-229
-0.6% -$105K 2.27% 9
2023
Q4 		$16.7M Buy
39,139
+2,963
+8% +$1.19M 2.19% 9
2023
Q3 		$14.3M Buy
36,176
+506
+1% +$203K 2.14% 9
2023
Q2 		$14M Sell
35,670
-742
-2% -$278K 1.98% 10
2023
Q1 		$13.2M Buy
36,412
+110
+0.3% +$40K 2.02% 10
2022
Q4 		$12.6M Buy
36,302
+7,283
+25% +$2.4M 2.14% 10
2022
Q3 		$8.25M Buy
29,019
+394
+1% +$131K 1.52% 16
2022
Q2 		$9.03M Sell
28,625
-279
-1% -$96.1K 1.6% 17
2022
Q1 		$10.3M Sell
28,904
-133
-0.5% -$47.8K 1.59% 15
2021
Q4 		$10.4M Sell
29,037
-274
-0.9% -$94.8K 1.49% 21
2021
Q3 		$10.2M Sell
29,311
-424
-1% -$154K 1.64% 15
2021
Q2 		$10.9M Sell
29,735
-6,499
-18% -$2.42M 1.77% 13
2021
Q1 		$12.9M Buy
36,234
+93
+0.3% +$32.4K 2.24% 6
2020
Q4 		$12.9M Sell
36,141
-651
-2% -$217K 2.48% 4
2020
Q3 		$12.4M Sell
36,792
-1,662
-4% -$540K 2.81% 4
2020
Q2 		$11.4M Sell
38,454
-8,739
-19% -$2.46M 2.77% 5
2020
Q1 		$11.4M Sell
47,193
-883
-2% -$263K 3.03% 5
2019
Q4 		$14.4M Sell
48,076
-500
-1% -$141K 3.06% 5
2019
Q3 		$13.2M Sell
48,576
-8,838
-15% -$2.44M 2.99% 5
2019
Q2 		$15.2M Sell
57,414
-1,293
-2% -$324K 3.47% 3
2019
Q1 		$13.8M Buy
58,707
+2,340
+4% +$503K 3.26% 4
2018
Q4 		$10.6M Sell
56,367
-2,466
-4% -$490K 3.02% 5
2018
Q3 		$13.1M Sell
58,833
-18,342
-24% -$3.83M 3.02% 4
2018
Q2 		$15.2M Sell
77,175
-172
-0.2% -$32.3K 4.19% 2
2018
Q1 		$13.5M Buy
77,347
+22
+0% +$3.76K 3.87% 2
2017
Q4 		$11.7M Sell
77,325
-1,269
-2% -$189K 3.29% 2
2017
Q3 		$11.1M Buy
78,594
+2,063
+3% +$273K 3.01% 3
2017
Q2 		$9.29M Buy
76,531
+2,607
+4% +$309K 2.97% 3
2017
Q1 		$8.31M Sell
73,924
-878
-1% -$96.2K 2.64% 3
2016
Q4 		$7.72M Buy
74,802
+793
+1% +$82.1K 2.46% 5
2016
Q3 		$7.53M Sell
74,009
-988
-1% -$94.7K 2.42% 4
2016
Q2 		$6.6M Buy
74,997
+844
+1% +$80.6K 2.39% 7
2016
Q1 		$7.01M Buy
74,153
+1,780
+2% +$157K 2.89% 4
2015
Q4 		$7.05M Sell
72,373
-236
-0.3% -$23.1K 2.95% 4
2015
Q3 		$6.54M Buy
72,609
+2,495
+4% +$234K 2.92% 4
2015
Q2 		$6.55M Buy
70,114
+4,518
+7% +$415K 2.87% 4
2015
Q1 		$5.67M Buy
65,596
+2,830
+5% +$245K 2.63% 4
2014
Q4 		$5.41M Buy
62,766
+296
+0.5% +$24.2K 2.8% 3
2014
Q3 		$4.62M Buy
62,470
+1,748
+3% +$133K 2.6% 4
2014
Q2 		$4.45M Buy
60,722
+290
+0.5% +$21.5K 2.34% 6
2014
Q1 		$4.51M Sell
60,432
-2,638
-4% -$206K 2.29% 5
2013
Q4 		$5.27M Sell
63,070
-14,650
-19% -$1.09M 2.72% 3
2013
Q3 		$5.23M Sell
77,720
-1,240
-2% -$77.8K 2.9% 1
2013
Q2 		$4.54M Buy
+78,960
New +$4.39M 2.47% 2

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Coast Financial's MA Position: Q2 2025 in Review

West Coast Financial sold out of Mastercard (MA) in Q2 2025, closing a stake of 38,261 shares — an estimated $21M sold.

West Coast Financial first reported a position in MA in Q2 2013 and held it in 48 quarters. The position peaked at $21M in Q1 2025. 3,528 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • West Coast Financial reported no remaining Mastercard position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 38,261 Mastercard shares in Q2 2025, an estimated $21M.
  • West Coast Financial first reported a position in Mastercard in Q2 2013 and held it in 48 quarters.
  • West Coast Financial's Mastercard position peaked at $21M in Q1 2025.
  • 3,528 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.