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Axxcess Wealth Management’s Monster Beverage MNST Stock Holding History

Axxcess 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
Q2 		$742K Sell
15,436
-70,580
-82% -$2.97M 0.01% 609
2026
Q1 		$3.12M Buy
+86,016
New +$3.39M 0.1% 164
2025
Q1 		– Sell
-46,606
Closed -$1.22M – 909
2024
Q4 		$1.22M Buy
46,606
+2,206
+5% +$58.5K 0.03% 369
2024
Q3 		$1.16M Buy
44,400
+12,908
+41% +$320K 0.03% 364
2024
Q2 		$787K Buy
31,492
+3,116
+11% +$82.6K 0.02% 427
2024
Q1 		$841K Sell
28,376
-30,862
-52% -$887K 0.02% 413
2023
Q4 		$1.71M Buy
59,238
+4,436
+8% +$119K 0.05% 269
2023
Q3 		$1.45M Buy
54,802
+7,546
+16% +$214K 0.05% 247
2023
Q2 		$1.36M Buy
47,256
+24,046
+104% +$684K 0.1% 182
2023
Q1 		$627K Sell
23,210
-802
-3% -$20.6K 0.05% 330
2022
Q4 		$609K Buy
24,012
+4,220
+21% +$102K 0.05% 318
2022
Q3 		$430K Buy
+19,792
New +$456K 0.04% 344
2022
Q1 		– Sell
-11,900
Closed -$286K – 683
2021
Q4 		$286K Buy
+11,900
New +$264K 0.02% 484

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's MNST Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Monster Beverage (MNST) stake by 82% in Q2 2026, selling an estimated $2.97M and leaving 15,436 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #609.

Axxcess Wealth Management first reported a position in MNST in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.12M in Q1 2026. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Axxcess Wealth Management held 15,436 shares of Monster Beverage worth $742K as of Q2 2026.
  • Axxcess Wealth Management sold 70,580 Monster Beverage shares in Q2 2026, an estimated $2.97M.
  • Monster Beverage made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Axxcess Wealth Management first reported a position in Monster Beverage in Q4 2021 and has held it in 13 quarters since.
  • Axxcess Wealth Management's Monster Beverage position peaked at $3.12M in Q1 2026.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.