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Badgley Phelps Wealth Managers’s Monster Beverage MNST Stock Holding History

Badgley Phelps Wealth Managers’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 		$5.25M Sell
109,312
-40,404
-27% -$1.7M 0.09% 132
2026
Q1 		$5.42M Sell
149,716
-165,192
-52% -$6.51M 0.11% 129
2025
Q4 		$12.1M Buy
+314,908
New +$11.3M 0.22% 106

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

Badgley Phelps Wealth Managers's MNST Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Monster Beverage (MNST) stake by 27% in Q2 2026, selling an estimated $1.7M and leaving 109,312 shares worth $5.25M. The position accounts for 0.09% of the portfolio, ranked #132.

Badgley Phelps Wealth Managers first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.1M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Badgley Phelps Wealth Managers held 109,312 shares of Monster Beverage worth $5.25M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 40,404 Monster Beverage shares in Q2 2026, an estimated $1.7M.
  • Monster Beverage made up 0.09% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #132 holding.
  • Badgley Phelps Wealth Managers first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • Badgley Phelps Wealth Managers's Monster Beverage position peaked at $12.1M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.