1776 Wealth’s Monster Beverage MNST Stock Holding History

1776 Wealth’s Portfolio MNST Stock Details MNST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$778K	Sell	10,740 -2,000	-16%	-$158K	0.31%	59
2025 Q4	$977K	Hold	12,740	–	–	0.37%	47
2025 Q3	$858K	Hold	12,740	–	–	0.33%	52
2025 Q2	$798K	Hold	12,740	–	–	0.33%	53
2025 Q1	$746K	Hold	12,740	–	–	0.34%	52
2024 Q4	$670K	Hold	12,740	–	–	0.31%	61
2024 Q3	$665K	Hold	12,740	–	–	0.3%	64
2024 Q2	$636K	Hold	12,740	–	–	0.29%	69
2024 Q1	$755K	Hold	12,740	–	–	0.36%	50
2023 Q4	$734K	Hold	12,740	–	–	0.36%	46
2023 Q3	$675K	Hold	12,740	–	–	0.36%	48
2023 Q2	$732K	Hold	12,740	–	–	0.39%	44
2023 Q1	$688K	Hold	12,740	–	–	0.41%	43
2022 Q4	$647K	Hold	12,740	–	–	0.46%	43
2022 Q3	$554K	Hold	12,740	–	–	0.42%	42
2022 Q2	$590K	Hold	12,740	–	–	0.41%	43
2022 Q1	$509K	Hold	12,740	–	–	0.29%	68
2021 Q4	$612K	Sell	12,740 -160	-1%	-$7.11K	0.33%	55
2021 Q3	$573K	Sell	12,900 -1,000	-7%	-$47.3K	0.33%	47
2021 Q2	$635K	Hold	13,900	–	–	0.36%	46
2021 Q1	$633K	Sell	13,900 -200	-1%	-$8.96K	0.4%	44
2020 Q4	$652K	Sell	14,100 -120	-0.8%	-$5.04K	0.41%	44
2020 Q3	$570K	Hold	14,220	–	–	0.41%	38
2020 Q2	$492K	Sell	14,220 -24,800	-64%	-$810K	0.34%	44
2020 Q1	$1.18M	Buy	39,020 +17,020	+77%	+$547K	0.5%	36
2019 Q4	$699K	Buy	+22,000	New	+$646K	0.6%	29

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1776 Wealth's MNST Position: Q1 2026 in Review

1776 Wealth reduced its Monster Beverage (MNST) stake by 16% in Q1 2026, selling an estimated $158K and leaving 10,740 shares worth $778K. The position accounts for 0.31% of the portfolio, ranked #59.

1776 Wealth first reported a position in MNST in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.18M in Q1 2020. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

1776 Wealth held 10,740 shares of Monster Beverage worth $778K as of Q1 2026.
1776 Wealth sold 2,000 Monster Beverage shares in Q1 2026, an estimated $158K.
Monster Beverage made up 0.31% of 1776 Wealth's portfolio in Q1 2026, its #59 holding.
1776 Wealth first reported a position in Monster Beverage in Q4 2019 and has held it in 26 quarters since.
1776 Wealth's Monster Beverage position peaked at $1.18M in Q1 2020.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.