ZIG
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Zuckerman Investment Group’s Mastercard MA Stock Holding History

Zuckerman Investment 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 		$2.04M Sell
3,976
-2
-0.1% -$997 0.17% 62
2026
Q1 		$1.99M Buy
3,978
+72
+2% +$37.9K 0.19% 57
2025
Q4 		$2.23M Buy
3,906
+320
+9% +$179K 0.2% 54
2025
Q3 		$2.04M Buy
3,586
+382
+12% +$219K 0.19% 60
2025
Q2 		$1.8M Buy
3,204
+368
+13% +$204K 0.17% 64
2025
Q1 		$1.55M Sell
2,836
-47
-2% -$25.6K 0.17% 67
2024
Q4 		$1.63M Buy
2,883
+274
+11% +$142K 0.16% 68
2024
Q3 		$1.29M Buy
2,609
+59
+2% +$27.4K 0.13% 69
2024
Q2 		$1.12M Buy
2,550
+19
+0.8% +$8.65K 0.13% 67
2024
Q1 		$1.22M Buy
2,531
+100
+4% +$45.7K 0.14% 65
2023
Q4 		$1.04M Sell
2,431
-50
-2% -$20.1K 0.13% 66
2023
Q3 		$982K Buy
2,481
+123
+5% +$49.4K 0.14% 59
2023
Q2 		$927K Buy
2,358
+587
+33% +$220K 0.13% 63
2023
Q1 		$644K Buy
1,771
+4
+0.2% +$1.45K 0.1% 71
2022
Q4 		$614K Buy
1,767
+251
+17% +$82.6K 0.1% 74
2022
Q3 		$431K Buy
1,516
+226
+18% +$74.9K 0.08% 77
2022
Q2 		$407K Buy
1,290
+119
+10% +$41K 0.07% 76
2022
Q1 		$418K Buy
1,171
+110
+10% +$39.5K 0.07% 79
2021
Q4 		$381K Buy
1,061
+165
+18% +$57.1K 0.06% 86
2021
Q3 		$312K Buy
896
+39
+5% +$14.2K 0.05% 92
2021
Q2 		$313K Buy
857
+205
+31% +$76.2K 0.05% 96
2021
Q1 		$232K Buy
+652
New +$227K 0.04% 100

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

Zuckerman Investment Group's MA Position: Q2 2026 in Review

Zuckerman Investment Group reduced its Mastercard (MA) stake by 0.05% in Q2 2026, selling an estimated $997 and leaving 3,976 shares worth $2.04M. The position accounts for 0.17% of the portfolio, ranked #62.

Zuckerman Investment Group first reported a position in MA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2025. 3,619 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Zuckerman Investment Group held 3,976 shares of Mastercard worth $2.04M as of Q2 2026.
  • Zuckerman Investment Group sold 2 Mastercard shares in Q2 2026, an estimated $997.
  • Mastercard made up 0.17% of Zuckerman Investment Group's portfolio in Q2 2026, its #62 holding.
  • Zuckerman Investment Group first reported a position in Mastercard in Q1 2021 and has held it in 22 quarters since.
  • Zuckerman Investment Group's Mastercard position peaked at $2.23M in Q4 2025.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.