MasterCard Incorporated shares owned by Caldwell Trust
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 23k | 568.81 |
| 2021-12-31 | $8.9M | 25k | 359.32 |
| 2021-09-30 | $8.7M | 25k | 347.68 |
| 2021-06-30 | $9.1M | 25k | 365.09 |
| 2021-03-31 | $9.5M | 27k | 356.05 |
| 2020-12-31 | $9.5M | 27k | 356.94 |
| 2020-09-30 | $9.1M | 27k | 338.17 |
| 2020-06-30 | $8.5M | 29k | 295.70 |
| 2020-03-31 | $7.2M | 30k | 241.56 |
| 2019-12-31 | $9.2M | 31k | 298.59 |