Annis Gardner Whiting Capital Advisors’s Monster Beverage MNST Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$102K	Buy	1,401 +190	+16%	+$15K	0.02%	441
2025 Q4	$92.8K	Sell	1,211 -3	-0.2%	-$215	0.02%	422
2025 Q3	$81.7K	Buy	1,214 +40	+3%	+$2.5K	0.02%	421
2025 Q2	$73.5K	Buy	1,174 +454	+63%	+$27.7K	0.03%	356
2025 Q1	$42.1K	Buy	720 +19	+3%	+$990	0.02%	374
2024 Q4	$36.8K	Buy	701 +72	+11%	+$3.82K	0.01%	378
2024 Q3	$32.8K	Sell	629 -1,269	-67%	-$62.9K	0.01%	410
2024 Q2	$94.8K	Sell	1,898 -153	-7%	-$8.11K	0.03%	313
2024 Q1	$122K	Buy	2,051 +1,460	+247%	+$83.9K	0.04%	257
2023 Q4	$34K	Hold	591	–	–	0.02%	344
2023 Q3	$31.3K	Buy	+591	New	+$33.6K	0.02%	342

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

Annis Gardner Whiting Capital Advisors's MNST Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Monster Beverage (MNST) stake by 16% in Q1 2026, buying an estimated $15K and bringing the position to 1,401 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #441.

Annis Gardner Whiting Capital Advisors first reported a position in MNST in Q3 2023 and has held it in 11 quarters since. The position peaked at $122K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 1,401 shares of Monster Beverage worth $102K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 190 Monster Beverage shares in Q1 2026, an estimated $15K.
Monster Beverage made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #441 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Monster Beverage in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Monster Beverage position peaked at $122K in Q1 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.