GLOBALT Investments LLC / GA

Position in MA — Mastercard Inc

CIK 2011891 Atlanta, GA

Position in MA

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

Position Value

$781,185

-$5,203,242 QoQ

Shares Held

1,521

-87.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,245

of 3,555 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GLOBALT Investments LLC / GA holds $9,445,203 across 5 Credit Services names. MA ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,435	$5,981,774
2	AXP	American Express Co	6,362	$2,151,946
3	MA	Mastercard Inc This page	1,521	$781,185
4	COF	Capital One Financial Corp	1,520	$304,942
5	PYPL	PayPal Holdings, Inc.	5,219	$225,356

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,185	1,521	-87.3%	Shares	Sole	2026-08-11
2026-03-31	$5,984,427	11,977	-4.4%	Shares	Sole	2026-05-15
2025-12-31	$7,149,130	12,523	-2.7%	Shares	Sole	2026-02-06
2025-09-30	$7,323,428	12,875	-1.4%	Shares	Sole	2025-10-14
2025-06-30	$7,340,060	13,062	-5.0%	Shares	Sole	2025-07-31
2025-03-31	$7,533,361	13,744	+0.4%	Shares	Sole	2025-05-07
2024-12-31	$7,206,110	13,685	-1.2%	Shares	Sole	2025-02-10
2024-09-30	$6,841,599	13,855	-3.5%	Shares	Sole	2024-11-07
2024-06-30	$6,336,381	14,363	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$6,988,543	14,512	-3.7%	Shares	Sole	2024-05-01
2023-12-31	$6,427,079	15,069	—	Shares	Sole	2024-02-20
No filing history on record for this holder in this stock.