Keudell/Morrison Wealth Management

Position in MA — Mastercard Inc

CIK 1785498 Salem, OR

Position in MA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$592,694

+$29,578 QoQ

Shares Held

1,154

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,448

of 3,563 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $5,387,023 across 4 Credit Services names. MA ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,238	$3,855,645
2	AXP	American Express Co	1,787	$604,452
3	MA	Mastercard Inc This page	1,154	$592,694
4	COF	Capital One Financial Corp	1,666	$334,232

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,694	1,154	+2.4%	Shares	Sole	2026-07-15
2026-03-31	$563,116	1,127	-1.1%	Shares	Sole	2026-04-20
2025-12-31	$650,803	1,140	-2.9%	Shares	Sole	2026-02-06
2025-06-30	$659,717	1,174	-0.1%	Shares	Sole	2025-07-22
2025-03-31	$644,041	1,175	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$619,246	1,176	0.0%	Shares	Sole	2025-01-23
2024-09-30	$580,708	1,176	0.0%	Shares	Sole	2024-10-31
2024-06-30	$518,804	1,176	+1.3%	Shares	Sole	2024-07-16
2024-03-31	$559,102	1,161	-2.6%	Shares	Sole	2024-05-07
2023-12-31	$508,399	1,192	+25.5%	Shares	Sole	2024-02-14
2023-09-30	$376,114	950	-6.2%	Shares	Sole	2023-10-18
2023-06-30	$398,412	1,013	-0.3%	Shares	Sole	2023-07-20
2023-03-31	$369,224	1,016	+2.3%	Shares	Sole	2023-04-18
2022-12-31	$345,295	993	-8.1%	Shares	Sole	2023-01-20
2022-09-30	$307,087	1,080	-33.4%	Shares	Sole	2022-10-12
2022-06-30	$511,393	1,621	-7.2%	Shares	Sole	2022-07-18
2022-03-31	$624,342	1,747	-1.1%	Shares	Sole	2022-04-18
2021-12-31	$634,918	1,767	+19.5%	Shares	Sole	2022-02-08
2021-09-30	$514,218	1,479	-2.7%	Shares	Sole	2021-12-08
2021-06-30	$554,936	1,520	-13.2%	Shares	Sole	2021-07-13
2021-03-31	$623,799	1,752	-3.9%	Shares	Sole	2021-04-13
2020-12-31	$651,058	1,824	-0.4%	Shares	Sole	2021-02-12
2020-09-30	$619,527	1,832	-6.5%	Shares	Sole	2020-10-20
2020-06-30	$579,276	1,959	+1.8%	Shares	Sole	2020-07-14
2020-03-31	$464,761	1,924	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.