Alpha Family Trust’s Monster Beverage MNST Stock Holding History

Alpha Family Trust’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	$446K	Hold	6,150	–	–	0.22%	80
2025 Q4	$472K	Hold	6,150	–	–	0.21%	83
2025 Q3	$414K	Hold	6,150	–	–	0.19%	94
2025 Q2	$385K	Hold	6,150	–	–	0.19%	102
2025 Q1	$360K	Sell	6,150 -1,890	-24%	-$98.5K	0.21%	92
2024 Q4	$423K	Buy	8,040 +1,890	+31%	+$100K	0.24%	67
2024 Q3	$321K	Hold	6,150	–	–	0.18%	98
2024 Q2	$307K	Hold	6,150	–	–	0.18%	97
2024 Q1	$365K	Hold	6,150	–	–	0.22%	83
2023 Q4	$354K	Hold	6,150	–	–	0.24%	80
2023 Q3	$326K	Hold	6,150	–	–	0.25%	79
2023 Q2	$353K	Hold	6,150	–	–	0.25%	66
2023 Q1	$332K	Hold	6,150	–	–	0.26%	72
2022 Q4	$312K	Buy	+6,150	New	+$298K	0.28%	75

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

Alpha Family Trust's MNST Position: Q1 2026 in Review

Alpha Family Trust held its Monster Beverage (MNST) position steady in Q1 2026 at 6,150 shares worth $446K. The position accounts for 0.22% of the portfolio, ranked #80.

Alpha Family Trust first reported a position in MNST in Q4 2022 and has held it in 14 quarters since. The position peaked at $472K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Alpha Family Trust held 6,150 shares of Monster Beverage worth $446K as of Q1 2026.
Alpha Family Trust left its Monster Beverage share count unchanged in Q1 2026.
Monster Beverage made up 0.22% of Alpha Family Trust's portfolio in Q1 2026, its #80 holding.
Alpha Family Trust first reported a position in Monster Beverage in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's Monster Beverage position peaked at $472K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.