AWM
MNST icon

AE Wealth Management’s Monster Beverage MNST Stock Holding History

AE Wealth Management’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 		$18.1M Buy
249,767
+11,529
+5% +$909K 0.1% 218
2025
Q4 		$18.3M Buy
238,238
+33,085
+16% +$2.37M 0.1% 200
2025
Q3 		$13.8M Buy
205,153
+26,482
+15% +$1.65M 0.09% 229
2025
Q2 		$11.2M Buy
178,671
+19,786
+12% +$1.21M 0.08% 236
2025
Q1 		$9.3M Buy
158,885
+15,677
+11% +$817K 0.08% 248
2024
Q4 		$7.53M Buy
143,208
+15,856
+12% +$840K 0.06% 272
2024
Q3 		$6.64M Buy
127,352
+51,476
+68% +$2.55M 0.06% 285
2024
Q2 		$3.79M Buy
75,876
+12,964
+21% +$687K 0.04% 391
2024
Q1 		$3.73M Sell
62,912
-43,787
-41% -$2.52M 0.04% 359
2023
Q4 		$5.92M Sell
106,699
-93,507
-47% -$5M 0.03% 544
2023
Q3 		$10.6M Buy
200,206
+29,745
+17% +$1.69M 0.06% 363
2023
Q2 		$9.79M Sell
170,461
-38,733
-19% -$2.2M 0.06% 376
2023
Q1 		$11.3M Buy
209,194
+85,580
+69% +$4.39M 0.07% 320
2022
Q4 		$6.28M Sell
123,614
-66,660
-35% -$3.23M 0.05% 421
2022
Q3 		$8.27M Buy
190,274
+32,798
+21% +$1.51M 0.07% 318
2022
Q2 		$7.3M Buy
157,476
+35,330
+29% +$1.54M 0.06% 342
2022
Q1 		$4.88M Buy
122,146
+83,974
+220% +$3.52M 0.03% 447
2021
Q4 		$1.83M Buy
38,172
+5,364
+16% +$238K 0.01% 726
2021
Q3 		$1.46M Buy
32,808
+7,166
+28% +$339K 0.01% 754
2021
Q2 		$1.17M Sell
25,642
-3,488
-12% -$164K 0.01% 787
2021
Q1 		$1.33M Buy
29,130
+5,214
+22% +$234K 0.01% 689
2020
Q4 		$1.11M Buy
23,916
+4,902
+26% +$206K 0.01% 684
2020
Q3 		$762K Sell
19,014
-45,188
-70% -$1.79M 0.01% 715
2020
Q2 		$2.23M Sell
64,202
-31,730
-33% -$1.04M 0.03% 379
2020
Q1 		$2.7M Buy
95,932
+62,982
+191% +$2.02M 0.06% 250
2019
Q4 		$1.05M Buy
32,950
+6,962
+27% +$205K 0.02% 523
2019
Q3 		$754K Buy
25,988
+3,134
+14% +$94.9K 0.02% 512
2019
Q2 		$729K Buy
22,854
+11,748
+106% +$354K 0.02% 485
2019
Q1 		$303K Buy
+11,106
New +$317K 0.02% 464

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

AE Wealth Management's MNST Position: Q1 2026 in Review

AE Wealth Management increased its Monster Beverage (MNST) stake by 4.8% in Q1 2026, buying an estimated $909K and bringing the position to 249,767 shares worth $18.1M. The position accounts for 0.1% of the portfolio, ranked #218.

AE Wealth Management first reported a position in MNST in Q1 2019 and has held it in 29 quarters since. The position peaked at $18.3M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • AE Wealth Management held 249,767 shares of Monster Beverage worth $18.1M as of Q1 2026.
  • AE Wealth Management bought 11,529 Monster Beverage shares in Q1 2026, an estimated $909K.
  • Monster Beverage made up 0.1% of AE Wealth Management's portfolio in Q1 2026, its #218 holding.
  • AE Wealth Management first reported a position in Monster Beverage in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Monster Beverage position peaked at $18.3M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

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