Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
MA holding history
Mastercard Inc in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MA overviewAll 13F holders of MAFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,487
- Value
- $1.79M
- % of portfolio
- 0.9%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,487 | $1.79M | 0.9% | −183−5.0% | Reduced | Holders |
| Q1 2026 | 3,670 | $1.83M | 1.1% | +3,670 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −3,511−100.0% | Sold out | Holders |
| Q3 2025 | 3,511 | $2.00M | 1.2% | +678+23.9% | Added | Holders |
| Q2 2025 | 2,833 | $1.59M | 1.1% | +587+26.1% | Added | Holders |
| Q1 2025 | 2,246 | $1.23M | 0.9% | +1,768+369.9% | Added | Holders |
| Q4 2024 | 478 | $251.7K | 0.2% | – | No prior filing | Holders |