HCR Wealth Advisors

Position in MA — Mastercard Inc

CIK 1697715 LOS ANGELES, CA

Position in MA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,843,310

-$13,426 QoQ

Shares Held

3,589

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,677

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $14,978,102 across 5 Credit Services names. MA ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	33,412	$11,463,323
2	MA	Mastercard Inc This page	3,589	$1,843,310
3	AXP	American Express Co	2,258	$763,768
4	COF	Capital One Financial Corp	3,468	$695,750
5	SYF	Synchrony Financial	2,787	$211,951

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,843,310	3,589	-3.4%	Shares	Sole	2026-07-13
2026-03-31	$1,856,736	3,716	+0.5%	Shares	Sole	2026-04-21
2025-12-31	$2,110,543	3,697	-1.5%	Shares	Sole	2026-01-27
2025-09-30	$2,135,312	3,754	-0.4%	Shares	Sole	2025-10-03
2025-06-30	$2,118,513	3,770	-1.9%	Shares	Sole	2025-07-17
2025-03-31	$2,106,973	3,844	-1.2%	Shares	Sole	2025-04-21
2024-12-31	$2,047,830	3,889	+1.8%	Shares	Sole	2025-01-14
2024-09-30	$1,886,809	3,821	-0.3%	Shares	Sole	2024-10-10
2024-06-30	$1,690,966	3,833	-0.2%	Shares	Sole	2024-08-07
2024-03-31	$1,850,191	3,842	-1.7%	Shares	Sole	2024-05-10
2023-12-31	$1,666,801	3,908	+80.0%	Shares	Sole	2024-02-09
2023-09-30	$859,520	2,171	-24.1%	Shares	Sole	2023-10-20
2023-06-30	$1,125,624	2,862	-1.3%	Shares	Sole	2023-08-10
2023-03-31	$1,053,525	2,899	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$1,002,853	2,884	-2.7%	Shares	Sole	2023-02-13
2022-09-30	$843,068	2,965	-5.7%	Shares	Sole	2022-11-07
2022-06-30	$992,184	3,145	-1.9%	Shares	Sole	2022-08-12
2022-03-31	$1,145,402	3,205	+0.5%	Shares	Sole	2022-05-05
2021-12-31	$1,146,230	3,190	-10.1%	Shares	Sole	2022-02-04
2021-09-30	$1,234,264	3,550	+2.3%	Shares	Sole	2021-11-02
2021-06-30	$1,266,497	3,469	+4.9%	Shares	Sole	2021-07-21
2021-03-31	$1,177,813	3,308	-4.2%	Shares	Sole	2021-05-13
2020-12-31	$1,232,870	3,454	+3.4%	Shares	Sole	2021-02-04
2020-09-30	$1,129,487	3,340	+8.2%	Shares	Sole	2020-11-05
2020-06-30	$912,530	3,086	+7.9%	Shares	Sole	2020-07-30
2020-03-31	$691,103	2,861	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.