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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
Q2 		$350K Buy
682
+11
+2% +$5.49K 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

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

Yoder Wealth Management's MA Position: Q2 2026 in Review

Yoder Wealth Management increased its Mastercard (MA) stake by 1.6% in Q2 2026, buying an estimated $5.49K and bringing the position to 682 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #90.

Yoder Wealth Management first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $366K in Q4 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Yoder Wealth Management held 682 shares of Mastercard worth $350K as of Q2 2026.
  • Yoder Wealth Management bought 11 Mastercard shares in Q2 2026, an estimated $5.49K.
  • Mastercard made up 0.14% of Yoder Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Yoder Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • Yoder Wealth Management's Mastercard position peaked at $366K in Q4 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.