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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
Q2 		$332K Sell
6,910
-244
-3% -$10.3K 0.02% 424
2026
Q1 		$259K Sell
7,154
-978
-12% -$38.6K 0.02% 469
2025
Q4 		$312K Sell
8,132
-212
-3% -$7.59K 0.03% 375
2025
Q3 		$281K Buy
8,344
+686
+9% +$21.4K 0.02% 379
2025
Q2 		$240K Buy
7,658
+802
+12% +$24.5K 0.02% 394
2025
Q1 		$201K Buy
+6,856
New +$179K 0.02% 411

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor OS's MNST Position: Q2 2026 in Review

Advisor OS reduced its Monster Beverage (MNST) stake by 3.4% in Q2 2026, selling an estimated $10.3K and leaving 6,910 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #424.

Advisor OS first reported a position in MNST in Q1 2025 and has held it in 6 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Advisor OS held 6,910 shares of Monster Beverage worth $332K as of Q2 2026.
  • Advisor OS sold 244 Monster Beverage shares in Q2 2026, an estimated $10.3K.
  • Monster Beverage made up 0.02% of Advisor OS's portfolio in Q2 2026, its #424 holding.
  • Advisor OS first reported a position in Monster Beverage in Q1 2025 and has held it in 6 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.