Yoder Wealth Management’s Mastercard MA Stock Holding History

Yoder Wealth 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	$335K	Buy	671 +30	+5%	+$15.8K	0.15%	86
2025 Q4	$366K	Buy	641 +12	+2%	+$6.71K	0.17%	79
2025 Q3	$358K	Buy	629 +26	+4%	+$14.9K	0.17%	76
2025 Q2	$339K	Buy	603 +57	+10%	+$31.5K	0.18%	78
2025 Q1	$299K	Sell	546 -9	-2%	-$4.9K	0.17%	80
2024 Q4	$292K	Buy	555 +53	+11%	+$27.4K	0.16%	83
2024 Q3	$248K	Buy	502 +23	+5%	+$10.7K	0.15%	96
2024 Q2	$211K	Buy	479 +2	+0.4%	+$911	0.14%	96
2024 Q1	$230K	Sell	477 -26	-5%	-$11.9K	0.15%	93
2023 Q4	$215K	Buy	+503	New	+$202K	0.15%	92

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yoder Wealth Management's MA Position: Q1 2026 in Review

Yoder Wealth Management increased its Mastercard (MA) stake by 4.7% in Q1 2026, buying an estimated $15.8K and bringing the position to 671 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #86.

Yoder Wealth Management first reported a position in MA in Q4 2023 and has held it in 10 quarters since. The position peaked at $366K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Yoder Wealth Management held 671 shares of Mastercard worth $335K as of Q1 2026.
Yoder Wealth Management bought 30 Mastercard shares in Q1 2026, an estimated $15.8K.
Mastercard made up 0.15% of Yoder Wealth Management's portfolio in Q1 2026, its #86 holding.
Yoder Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 10 quarters since.
Yoder Wealth Management's Mastercard position peaked at $366K in Q4 2025.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.