Choate Investment Advisors

Position in MA — Mastercard Inc

CIK 1399794 BOSTON, MA

Position in MA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$27,777,542

+$589,043 QoQ

Shares Held

54,084

-0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#568

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $80,054,057 across 5 Credit Services names. MA ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	102,208	$35,066,542
2	MA	Mastercard Inc This page	54,084	$27,777,542
3	AXP	American Express Co	46,033	$15,570,662
4	COF	Capital One Financial Corp	6,090	$1,221,775
5	AFRM	Affirm Holdings, Inc.	5,120	$417,536

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,777,542	54,084	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$27,188,499	54,414	-0.3%	Shares	Sole	2026-05-13
2025-12-31	$31,153,492	54,571	+4.4%	Shares	Sole	2026-02-09
2025-09-30	$29,744,781	52,293	+3.9%	Shares	Sole	2025-11-10
2025-06-30	$28,277,382	50,321	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$27,435,050	50,053	+6.4%	Shares	Sole	2025-05-14
2024-12-31	$24,769,852	47,040	+15.8%	Shares	Sole	2025-02-10
2024-09-30	$20,062,106	40,628	+11.4%	Shares	Sole	2024-11-13
2024-06-30	$16,087,781	36,467	+21.6%	Shares	Sole	2024-08-08
2024-03-31	$14,447,100	30,000	+32.4%	Shares	Sole	2024-05-07
2023-12-31	$9,667,275	22,666	+36.4%	Shares	Sole	2024-02-14
2023-09-30	$6,579,628	16,619	+24.5%	Shares	Sole	2023-10-30
2023-06-30	$5,251,734	13,353	+2.6%	Shares	Sole	2023-08-01
2023-03-31	$4,731,598	13,020	+10.5%	Shares	Sole	2023-05-15
2022-12-31	$4,097,998	11,785	+5.1%	Shares	Sole	2023-02-14
2022-09-30	$3,188,873	11,215	+12.1%	Shares	Sole	2022-11-14
2022-06-30	$3,156,377	10,005	+13.1%	Shares	Sole	2022-08-11
2022-03-31	$3,161,383	8,846	+52.5%	Shares	Sole	2022-04-29
2021-12-31	$2,084,415	5,801	-0.4%	Shares	Sole	2022-02-07
2021-09-30	$2,024,192	5,822	-7.2%	Shares	Sole	2021-11-04
2021-06-30	$2,289,844	6,272	+4.6%	Shares	Sole	2021-07-30
2021-03-31	$2,135,231	5,997	+27.9%	Shares	Sole	2021-05-07
2020-12-31	$1,673,334	4,688	+1.1%	Shares	Sole	2021-02-08
2020-09-30	$1,568,770	4,639	0.0%	Shares	Sole	2020-10-26
2020-06-30	$1,371,752	4,639	+8.4%	Shares	Sole	2020-07-23
2020-03-31	$1,033,635	4,279	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.