SEC 13F Intelligence

Adell Harriman & Carpenter Inc / MA

Adell Harriman & Carpenter Inc’s Mastercard Incorporated Position

Does Adell Harriman & Carpenter Inc own Mastercard Incorporated (MA)? Yes38.6K shares worth $19M (+1.18% of its 13F portfolio) as of Q1 2026, down from 39.1K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
38.6K
% of Portfolio
+1.18%
Quarters Held
23
currently held

Position History MA

Reported value by quarter
Q3 ’20: $8.2BQ3 ’20Q4 ’20: $8.5BQ1 ’21: $8.5BQ2 ’21: $8.8BQ2 ’21Q3 ’21: $8.5BQ4 ’21: $8.9BQ1 ’22: $8.5BQ1 ’22Q2 ’22: $7.8BQ3 ’22: $6.8BQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ3 ’23: $11MQ3 ’23Q4 ’23: $13MQ1 ’24: $15MQ2 ’24: $14MQ2 ’24Q3 ’24: $16MQ4 ’24: $18MQ1 ’25: $19MQ1 ’25Q2 ’25: $20MQ3 ’25: $21MQ4 ’25: $22MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.6K$19M+1.18%
Q4 202539.1K$22M+1.33%
Q3 202537.5K$21M+1.30%
Q2 202536.4K$20M+1.36%
Q1 202534.3K$19M+1.42%
Q4 202433.6K$18M+1.23%
Q3 202432.5K$16M+1.17%
Q2 202431.9K$14M+1.09%
Q1 202431.7K$15M+1.26%
Q4 202330.0K$13M+1.18%
Q3 202328.5K$11M+1.17%
Q2 202327.3K$11M+1.09%
Q1 202325.7K$9M+1.00%
Q4 202224.8K$9M+0.99%
Q3 202224.0K$6.8B+0.83%
Q2 202224.8K$7.8B+0.96%
Q1 202223.8K$8.5B+0.83%
Q4 202124.6K$8.9B+0.82%
Q3 202124.4K$8.5B+0.88%
Q2 202124.2K$8.8B+0.93%
Q1 202124.0K$8.5B+1.04%
Q4 202023.7K$8.5B+1.11%
Q3 202024.4K$8.2B+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Adell Harriman & Carpenter Inc’s full portfolio or all institutional holders of MA.