SEC 13F Intelligence

Choate Investment Advisors / MA

Choate Investment Advisors’s Mastercard Incorporated Position

Does Choate Investment Advisors own Mastercard Incorporated (MA)? Yes54.4K shares worth $27M (+0.53% of its 13F portfolio) as of Q1 2026, down from 54.6K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
54.4K
% of Portfolio
+0.53%
Quarters Held
30
currently held

Position History MA

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $7MQ4 ’23: $10MQ4 ’23Q1 ’24: $14MQ2 ’24: $16MQ3 ’24: $20MQ4 ’24: $25MQ4 ’24Q1 ’25: $27MQ2 ’25: $28MQ3 ’25: $30MQ4 ’25: $31MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.4K$27M+0.53%
Q4 202554.6K$31M+0.61%
Q3 202552.3K$30M+0.62%
Q2 202550.3K$28M+0.61%
Q1 202550.1K$27M+0.68%
Q4 202447.0K$25M+0.60%
Q3 202440.6K$20M+0.51%
Q2 202436.5K$16M+0.42%
Q1 202430.0K$14M+0.39%
Q4 202322.7K$10M+0.30%
Q3 202316.6K$7M+0.26%
Q2 202313.4K$5M+0.22%
Q1 202313.0K$5M+0.23%
Q4 202211.8K$4M+0.25%
Q3 202211.2K$3M+0.21%
Q2 202210.0K$3M+0.19%
Q1 20228.8K$3M+0.17%
Q4 20215.8K$2M+0.12%
Q3 20215.8K$2M+0.13%
Q2 20216.3K$2M+0.14%
Q1 20216.0K$2M+0.13%
Q4 20204.7K$2M+0.10%
Q3 20204.6K$2M+0.10%
Q2 20204.6K$1M+0.10%
Q1 20204.3K$1M+0.08%
Q4 20194.3K$1M+0.08%
Q3 20194.3K$1M+0.07%
Q2 20195.1K$1M+0.08%
Q1 20195.5K$1M+0.08%
Q4 20185.3K$1M+0.06%

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