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Advocacy Wealth Management Services’s Monster Beverage MNST Stock Holding History

Advocacy Wealth Management Services’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 		$1.27M Sell
17,508
-134,064
-88% -$10.6M 0.06% 83
2025
Q4 		$11.6M Sell
151,572
-108,861
-42% -$7.8M 0.49% 49
2025
Q3 		$17.5M Buy
+260,433
New +$16.3M 0.76% 35

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

Advocacy Wealth Management Services's MNST Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its Monster Beverage (MNST) stake by 88% in Q1 2026, selling an estimated $10.6M and leaving 17,508 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #83.

Advocacy Wealth Management Services first reported a position in MNST in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.5M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Advocacy Wealth Management Services held 17,508 shares of Monster Beverage worth $1.27M as of Q1 2026.
  • Advocacy Wealth Management Services sold 134,064 Monster Beverage shares in Q1 2026, an estimated $10.6M.
  • Monster Beverage made up 0.06% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #83 holding.
  • Advocacy Wealth Management Services first reported a position in Monster Beverage in Q3 2025 and has held it in 3 quarters since.
  • Advocacy Wealth Management Services's Monster Beverage position peaked at $17.5M in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.