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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
Q3 		$373K Sell
677
-5
-0.7% -$2.81K 0.14% 87
2026
Q2 		$350K Buy
682
+11
+2% +$5.48K 0.14% 90
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Yoder Wealth Management's MA Position: Q3 2026 in Review

Yoder Wealth Management reduced its Mastercard (MA) stake by 0.73% in Q3 2026, selling an estimated $2.81K and leaving 677 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #87.

Yoder Wealth Management first reported a position in MA in Q4 2023 and has held it in 12 quarters since. 707 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Yoder Wealth Management held 677 shares of Mastercard worth $373K as of Q3 2026.
  • Yoder Wealth Management sold 5 Mastercard shares in Q3 2026, an estimated $2.81K.
  • Mastercard made up 0.14% of Yoder Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Yoder Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • 707 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.