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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
Q1 		$3.12M Buy
+43,008
New +$3.39M 0.1% 164
2025
Q1 		– Sell
-23,303
Closed -$1.22M – 909
2024
Q4 		$1.22M Buy
23,303
+1,103
+5% +$58.5K 0.03% 369
2024
Q3 		$1.16M Buy
22,200
+6,454
+41% +$320K 0.03% 364
2024
Q2 		$787K Buy
15,746
+1,558
+11% +$82.6K 0.02% 427
2024
Q1 		$841K Sell
14,188
-15,431
-52% -$887K 0.02% 413
2023
Q4 		$1.71M Buy
29,619
+2,218
+8% +$119K 0.05% 269
2023
Q3 		$1.45M Buy
27,401
+3,773
+16% +$214K 0.05% 247
2023
Q2 		$1.36M Buy
23,628
+12,023
+104% +$684K 0.1% 182
2023
Q1 		$627K Sell
11,605
-401
-3% -$20.6K 0.05% 330
2022
Q4 		$609K Buy
12,006
+2,110
+21% +$102K 0.05% 318
2022
Q3 		$430K Buy
+9,896
New +$456K 0.04% 344
2022
Q1 		– Sell
-5,950
Closed -$286K – 683
2021
Q4 		$286K Buy
+5,950
New +$264K 0.02% 484

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

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

Axxcess Wealth Management opened a new position in Monster Beverage (MNST) in Q1 2026: 43,008 shares worth $3.12M. The stake represents 0.1% of the portfolio and ranks #164 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MNST as recently as Q4 2024.

Axxcess Wealth Management first reported a position in MNST in Q4 2021 and has held it in 12 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Axxcess Wealth Management held 43,008 shares of Monster Beverage worth $3.12M as of Q1 2026.
  • Monster Beverage was a new Axxcess Wealth Management position in Q1 2026.
  • Monster Beverage made up 0.1% of Axxcess Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Axxcess Wealth Management first reported a position in Monster Beverage in Q4 2021 and has held it in 12 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.