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Wilkerson Advisory Group’s Mastercard MA Stock Holding History

Wilkerson Advisory Group’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 		$155K Sell
302
-112
-27% -$55.8K 0.05% 121
2026
Q1 		$207K Buy
414
+102
+33% +$53.7K 0.07% 99
2025
Q4 		$178K Buy
+312
New +$174K 0.06% 103

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wilkerson Advisory Group's MA Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Mastercard (MA) stake by 27% in Q2 2026, selling an estimated $55.8K and leaving 302 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #121.

Wilkerson Advisory Group first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $207K in Q1 2026. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Wilkerson Advisory Group held 302 shares of Mastercard worth $155K as of Q2 2026.
  • Wilkerson Advisory Group sold 112 Mastercard shares in Q2 2026, an estimated $55.8K.
  • Mastercard made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Wilkerson Advisory Group first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Mastercard position peaked at $207K in Q1 2026.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.