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MasterCard Incorporated shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 506 568.81
2025-06-30 $282k 501 561.94
2025-03-31 $275k 501 548.12
2024-12-31 $263k 499 526.57
2024-09-30 $241k 488 493.80
2024-03-31 $230k 478 481.57

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Vanguard Total Total Stk Mkt (VTI)

View all positions for Shakespeare Wealth Management

Top funds holding MasterCard Incorporated

Vanguard Group
Mastercard Foundation Asset Management Corp
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
Wellington Management Company
Capital Research Global Investors
Northern Trust
Bank of New York Mellon
Nuveen
Franklin Resources

View all funds holding MasterCard Incorporated