Ownership history in Evercore Wealth Management, LLC · 65 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in MASTERCARD INC CL A (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 399,179 | -6,348 | -1.6% | 3.34% | $227.9M | $570.02 |
| 2025 Q3 | REDUCED | 405,527 | -6,891 | -1.7% | 3.38% | $230.7M | $567.21 |
| 2025 Q2 | REDUCED | 412,418 | -8,670 | -2.1% | 3.60% | $231.8M | $559.60 |
| 2025 Q1 | REDUCED | 421,088 | -15,807 | -3.6% | 3.71% | $230.8M | $544.97 |
As of 2025 Q4 — sorted by position size