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Advisor OS’s Monster Beverage MNST Stock Holding History

Advisor OS’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 		$259K Sell
3,577
-489
-12% -$38.6K 0.02% 469
2025
Q4 		$312K Sell
4,066
-106
-3% -$7.59K 0.03% 375
2025
Q3 		$281K Buy
4,172
+343
+9% +$21.4K 0.02% 379
2025
Q2 		$240K Buy
3,829
+401
+12% +$24.5K 0.02% 394
2025
Q1 		$201K Buy
+3,428
New +$179K 0.02% 411

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor OS's MNST Position: Q1 2026 in Review

Advisor OS reduced its Monster Beverage (MNST) stake by 12% in Q1 2026, selling an estimated $38.6K and leaving 3,577 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #469.

Advisor OS first reported a position in MNST in Q1 2025 and has held it in 5 quarters since. The position peaked at $312K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Advisor OS held 3,577 shares of Monster Beverage worth $259K as of Q1 2026.
  • Advisor OS sold 489 Monster Beverage shares in Q1 2026, an estimated $38.6K.
  • Monster Beverage made up 0.02% of Advisor OS's portfolio in Q1 2026, its #469 holding.
  • Advisor OS first reported a position in Monster Beverage in Q1 2025 and has held it in 5 quarters since.
  • Advisor OS's Monster Beverage position peaked at $312K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.