MA β€” MASTERCARD INCORPORATED COM CL A

Ownership history in Cahill Wealth Management, LLC  Β·  13 quarters on record

AI Ownership Summary

Cahill Wealth Management, LLC reported MASTERCARD INCORPORATED COM CL A (MA) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.59% in 2023 Q4. The latest visible filing shows MA at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cahill Wealth Management, LLC's position in MASTERCARD INCORPORATED COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

MA was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MA stock page Cahill Wealth Management, LLC fund profile Cahill Wealth Management, LLC full holdings
How Cahill Wealth Management, LLC held MA β€” position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED 2,061 β€” 0% 0.57% $1.1M 2025-05-15 (Est.) $579.78
2024 Q4 UNCHANGED 2,061 β€” 0% 0.55% $1.1M 2025-02-13 $563.06
2024 Q3 REDUCED 2,061 -4 -0.2% 0.53% $1.0M 2024-11-01 $504.42
2024 Q2 ADDED 2,065 +4 +0.2% 0.54% $911K 2024-08-13 $455.45
2024 Q1 UNCHANGED 2,061 β€” 0% 0.58% $993K 2024-05-10 $452.42
2023 Q4 UNCHANGED 2,061 β€” 0% 0.59% $879K 2024-01-29 $435.58
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MA

As of 2026 Q1 β€” sorted by position size

Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 2.85% HALL LAURIE J TRUSTEE 3Y 7Y 2.53% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.14% STABLEFORD CAPITAL II LLC 3Y 0.91% Coastline Trust Co 3Y 7Y 0.83% Adelphi Trust Co 0.6% GAMMA Investing LLC 0.48% Byrne Asset Management LLC 3Y 0.46% Hilltop National Bank 0.4% First County Bank /CT/ 0.28%

FAQ About Cahill Wealth Management, LLC and MA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cahill Wealth Management, LLC reported owning MA?

Cahill Wealth Management, LLC reported MA across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported MA position in Cahill Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MA was 0.59% in 2023 Q4.

What is the latest reported MA position on this page?

The most recent filing on this page is 2025 Q1, when Cahill Wealth Management, LLC reported 2,061 shares, equal to 0.57% of portfolio, with an estimated market value of $1.1M.

What does the chart on this MA ownership page compare?

The chart compares Cahill Wealth Management, LLC's quarterly MA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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