SEC 13F Intelligence

West Branch Capital LLC / MA

West Branch Capital LLC’s Mastercard Incorporated Position

Does West Branch Capital LLC own Mastercard Incorporated (MA)? Yes8.6K shares worth $4M (+1.03% of its 13F portfolio) as of Q2 2026, up from 8.5K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
8.6K
% of Portfolio
+1.03%
Quarters Held
28
currently held

Position History MA

Reported value by quarter
Q3 ’19: $201,000Q3 ’19Q4 ’19: $886,000Q1 ’20: $713,000Q2 ’20: $1MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ2 ’22: $2MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $4MQ2 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20268.6K$4M+1.03%
Q1 20268.5K$4M+1.13%
Q4 20258.3K$5M+1.22%
Q3 20258.1K$5M+1.21%
Q2 20257.9K$4M+1.31%
Q1 20257.7K$4M+1.40%
Q4 20246.9K$4M+1.16%
Q3 20246.2K$3M+1.06%
Q2 20246.0K$3M+0.98%
Q1 20245.8K$3M+1.12%
Q4 20235.3K$2M+1.07%
Q3 20235.1K$2M+1.06%
Q2 20235.1K$2M+1.00%
Q1 20234.9K$2M+0.99%
Q4 20224.9K$2M+1.05%
Q3 20224.9K$1M+0.87%
Q2 20225.1K$2M+0.93%
Q1 20225.1K$2M+0.87%
Q4 20215.4K$2M+0.82%
Q3 20214.9K$2M+0.83%
Q2 20214.9K$2M+0.88%
Q1 20214.7K$2M+0.98%
Q4 20204.9K$2M+1.04%
Q3 20204.9K$2M+1.05%
Q2 20204.3K$1M+0.90%
Q1 20203.0K$713,000+0.68%
Q4 20193.0K$886,000+0.62%
Q3 2019741$201,000+0.15%

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