SEC 13F Intelligence

Peloton Wealth Strategists / MA

Peloton Wealth Strategists’s Mastercard Incorporated Position

Does Peloton Wealth Strategists own Mastercard Incorporated (MA)? Yes — 14.5K shares worth $7M (+2.94% of its 13F portfolio) as of Q1 2026, down from 15.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
14.5K
% of Portfolio
+2.94%
Quarters Held
29
currently held

Position History MA

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $11MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $10MQ4 ’20Q2 ’21: $9MQ3 ’21: $8MQ4 ’21: $8MQ1 ’22: $8MQ1 ’22Q2 ’22: $7MQ3 ’22: $6MQ4 ’22: $7MQ1 ’23: $7MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $8MQ3 ’24: $8MQ4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $9MQ3 ’25: $9MQ4 ’25: $9MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.5K$7M+2.94%
Q4 202515.0K$9M+3.31%
Q3 202515.0K$9M+3.36%
Q2 202515.6K$9M+3.51%
Q1 202515.8K$9M+3.63%
Q4 202416.7K$9M+3.56%
Q3 202416.9K$8M+3.32%
Q2 202417.9K$8M+3.24%
Q1 202418.0K$9M+3.53%
Q4 202318.4K$8M+3.39%
Q3 202318.7K$7M+3.41%
Q2 202319.7K$8M+3.43%
Q1 202320.6K$7M+3.42%
Q4 202220.8K$7M+3.48%
Q3 202221.4K$6M+3.16%
Q2 202221.3K$7M+3.27%
Q1 202222.2K$8M+3.35%
Q4 202123.0K$8M+3.31%
Q3 202123.1K$8M+3.29%
Q2 202124.2K$9M+3.65%
Q4 202028.5K$10M+5.05%
Q3 202030.0K$10M+5.69%
Q2 202031.9K$9M+5.94%
Q1 202031.4K$8M+6.18%
Q4 201936.0K$11M+6.52%
Q3 201936.6K$10M+6.35%
Q2 201940.1K$11M+7.10%
Q1 201943.1K$10M+7.03%
Q4 201844.4K$8M+6.82%

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