Joel Isaacson & Co., LLC

Position in MA — Mastercard Inc

CIK 1599330 NEW YORK, NY

Position in MA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,626,571

+$27,659 QoQ

Shares Held

3,167

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,749

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $10,940,629 across 5 Credit Services names. MA ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	13,924	$4,709,793
2	V	Visa Inc.	10,799	$3,705,028
3	MA	Mastercard Inc This page	3,167	$1,626,571
4	COF	Capital One Financial Corp	3,311	$664,252
5	PYPL	PayPal Holdings, Inc.	5,442	$234,985

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,626,571	3,167	-1.0%	Shares	Sole	2026-08-04
2026-03-31	$1,598,912	3,200	+1.4%	Shares	Sole	2026-04-23
2025-12-31	$1,801,697	3,156	+58.1%	Shares	Sole	2026-01-30
2025-09-30	$1,135,344	1,996	+2.6%	Shares	Sole	2025-10-30
2025-06-30	$1,093,535	1,946	+9.3%	Shares	Sole	2025-07-23
2025-03-31	$975,653	1,780	+16.3%	Shares	Sole	2025-04-25
2024-12-31	$806,178	1,531	+2.3%	Shares	Sole	2025-01-28
2024-09-30	$738,724	1,496	+2.4%	Shares	Sole	2024-10-23
2024-06-30	$644,534	1,461	+14.3%	Shares	Sole	2024-07-24
2024-03-31	$615,446	1,278	+24.9%	Shares	Sole	2024-04-30
2023-12-31	$436,319	1,023	+4.5%	Shares	Sole	2024-02-12
2023-09-30	$387,595	979	+10.2%	Shares	Sole	2023-10-24
2023-06-30	$349,250	888	0.0%	Shares	Sole	2023-07-27
2023-03-31	$322,708	888	+7.9%	Shares	Sole	2023-04-25
2022-12-31	$286,181	823	+4.4%	Shares	Sole	2023-01-27
2022-09-30	$224,059	788	-0.8%	Shares	Sole	2022-10-14
2022-06-30	$250,491	794	+1.8%	Shares	Sole	2022-07-15
2022-03-31	$278,756	780	+1.0%	Shares	Sole	2022-04-21
2021-12-31	$277,395	772	+2.4%	Shares	Sole	2022-01-19
2021-09-30	$262,150	754	+2.2%	Shares	Sole	2021-10-21
2021-06-30	$269,436	738	-22.4%	Shares	Sole	2021-07-20
2021-03-31	$338,603	951	+5.9%	Shares	Sole	2021-04-23
2020-12-31	$320,532	898	+5.2%	Shares	Sole	2021-01-22
2020-09-30	$288,797	854	-0.5%	Shares	Sole	2020-10-14
2020-06-30	$253,710	858	-2.7%	Shares	Sole	2020-07-21
2020-03-31	$213,055	882	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.