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MasterCard Incorporated shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 445 513.36

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)
Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)
Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)
Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)
Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

View all positions for Peak Retirement Planning

Top funds holding MasterCard Incorporated

BlackRock
Mastercard Foundation Asset Management Corp
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Vanguard Portfolio Management
T. Rowe Price Associates
Morgan Stanley
Wellington Management Company
Norges Bank Investment Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Goldman Sachs Group

View all funds holding MasterCard Incorporated