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Wilkinson Global Asset Management’s Mastercard MA Stock Holding History

Wilkinson Global Asset 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
Q1 		$292K Sell
585
-18,698
-97% -$9.85M 0.02% 54
2025
Q4 		$11M Sell
19,283
-1,427
-7% -$798K 0.75% 25
2025
Q3 		$11.8M Buy
20,710
+204
+1% +$117K 0.74% 28
2025
Q2 		$11.5M Buy
+20,506
New +$11.3M 0.72% 27
2021
Q3 		– Sell
-551
Closed -$201K – 97
2021
Q2 		$201K Buy
+551
New +$205K 0.01% 94

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilkinson Global Asset Management's MA Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Mastercard (MA) stake by 97% in Q1 2026, selling an estimated $9.85M and leaving 585 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #54.

Wilkinson Global Asset Management first reported a position in MA in Q2 2021 and has held it in 5 quarters since. The position peaked at $11.8M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Wilkinson Global Asset Management held 585 shares of Mastercard worth $292K as of Q1 2026.
  • Wilkinson Global Asset Management sold 18,698 Mastercard shares in Q1 2026, an estimated $9.85M.
  • Mastercard made up 0.02% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #54 holding.
  • Wilkinson Global Asset Management first reported a position in Mastercard in Q2 2021 and has held it in 5 quarters since.
  • Wilkinson Global Asset Management's Mastercard position peaked at $11.8M in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.