SEC 13F Intelligence

Puzo Michael J / MA

Puzo Michael J’s Mastercard Incorporated Position

Does Puzo Michael J own Mastercard Incorporated (MA)? Yes — 24.9K shares worth $12M (+3.62% of its 13F portfolio) as of Q1 2026, down from 25.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
24.9K
% of Portfolio
+3.62%
Quarters Held
30
currently held

Position History MA

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $11MQ2 ’19: $13MQ3 ’19: $12MQ4 ’19: $12MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $12MQ2 ’21: $12MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $12MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $15MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $16MQ4 ’24Q1 ’25: $16MQ2 ’25: $16MQ3 ’25: $15MQ4 ’25: $15MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.9K$12M+3.62%
Q4 202525.7K$15M+3.99%
Q3 202526.7K$15M+4.14%
Q2 202527.8K$16M+4.45%
Q1 202529.5K$16M+4.63%
Q4 202430.7K$16M+4.51%
Q3 202431.6K$16M+4.08%
Q2 202431.5K$14M+3.86%
Q1 202432.0K$15M+4.27%
Q4 202330.6K$13M+4.14%
Q3 202330.9K$12M+4.15%
Q2 202331.7K$12M+3.95%
Q1 202332.4K$12M+3.93%
Q4 202232.7K$11M+4.11%
Q3 202232.8K$9M+3.54%
Q2 202233.1K$10M+3.71%
Q1 202233.5K$12M+3.60%
Q4 202133.6K$12M+3.41%
Q3 202133.0K$11M+3.64%
Q2 202133.5K$12M+3.80%
Q1 202134.9K$12M+3.95%
Q4 202035.5K$13M+4.14%
Q3 202035.9K$12M+4.32%
Q2 202037.7K$11M+4.18%
Q1 202039.3K$9M+4.17%
Q4 201941.8K$12M+4.46%
Q3 201943.4K$12M+4.44%
Q2 201947.5K$13M+4.67%
Q1 201948.8K$11M+4.48%
Q4 201850.1K$9M+4.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Puzo Michael J’s full portfolio or all institutional holders of MA.