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Avitas Wealth Management’s Monster Beverage MNST Stock Holding History

Avitas 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
2024
Q4 		$1.33M Sell
50,736
-334
-0.7% -$8.85K 0.18% 116
2024
Q3 		$1.33M Sell
51,070
-500
-1% -$12.4K 0.19% 124
2024
Q2 		$1.29M Sell
51,570
-372
-0.7% -$9.86K 0.19% 122
2024
Q1 		$1.54M Sell
51,942
-564
-1% -$16.2K 0.23% 114
2023
Q4 		$1.51M Buy
52,506
+896
+2% +$23.9K 0.25% 108
2023
Q3 		$1.37M Sell
51,610
-1,192
-2% -$33.9K 0.26% 102
2023
Q2 		$1.52M Sell
52,802
-12
-0% -$341 0.27% 96
2023
Q1 		$1.43M Sell
52,814
-114
-0.2% -$2.92K 0.28% 101
2022
Q4 		$1.34M Buy
52,928
+340
+0.6% +$8.23K 0.28% 95
2022
Q3 		$1.14M Buy
52,588
+740
+1% +$17K 0.26% 104
2022
Q2 		$1.2M Buy
51,848
+320
+0.6% +$6.96K 0.26% 112
2022
Q1 		$1.03M Sell
51,528
-41,240
-44% -$865K 0.19% 124
2021
Q4 		$2.23M Buy
92,768
+1,148
+1% +$25.5K 0.37% 92
2021
Q3 		$2.04M Sell
91,620
-1,260
-1% -$29.8K 0.37% 102
2021
Q2 		$2.12M Buy
92,880
+2,168
+2% +$50.9K 0.38% 104
2021
Q1 		$2.07M Sell
90,712
-6,592
-7% -$148K 0.4% 93
2020
Q4 		$2.25M Buy
97,304
+52
+0.1% +$1.09K 0.46% 91
2020
Q3 		$1.95M Sell
97,252
-676
-0.7% -$13.4K 0.54% 66
2020
Q2 		$1.7M Sell
97,928
-3,480
-3% -$56.8K 0.56% 64
2020
Q1 		$1.43M Sell
101,408
-42,112
-29% -$677K 0.65% 61
2019
Q4 		$2.28M Buy
143,520
+224
+0.2% +$3.29K 0.58% 77
2019
Q3 		$2.08M Buy
143,296
+2,188
+2% +$33.1K 0.57% 79
2019
Q2 		$2.25M Sell
141,108
-2,024
-1% -$30.5K 0.63% 75
2019
Q1 		$1.95M Buy
143,132
+576
+0.4% +$8.21K 0.57% 79
2018
Q4 		$1.75M Sell
142,556
-64
-0% -$869 0.58% 78
2018
Q3 		$2.08M Buy
142,620
+3,096
+2% +$46.6K 0.59% 80
2018
Q2 		$2M Buy
+139,524
New +$1.88M 0.62% 79

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avitas Wealth Management's MNST Position: Q4 2024 in Review

Avitas Wealth Management reduced its Monster Beverage (MNST) stake by 0.65% in Q4 2024, selling an estimated $8.85K and leaving 50,736 shares worth $1.33M. The position accounts for 0.18% of the portfolio, ranked #116.

Avitas Wealth Management first reported a position in MNST in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.28M in Q4 2019. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

  • Avitas Wealth Management held 50,736 shares of Monster Beverage worth $1.33M as of Q4 2024.
  • Avitas Wealth Management sold 334 Monster Beverage shares in Q4 2024, an estimated $8.85K.
  • Monster Beverage made up 0.18% of Avitas Wealth Management's portfolio in Q4 2024, its #116 holding.
  • Avitas Wealth Management first reported a position in Monster Beverage in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Monster Beverage position peaked at $2.28M in Q4 2019.
  • 966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.