Pacific Excel Wealth Advisors »

MasterCard Incorporated shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MasterCard Incorporated by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $698k 1.4k 513.62

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding MasterCard Incorporated

BlackRock
Mastercard Foundation Asset Management Corp
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Capital Research Global Investors
Wellington Management Company
Capital Research and Management Company - Division 3
Northern Trust
Goldman Sachs Group
Nuveen
Bank of New York Mellon

View all funds holding MasterCard Incorporated