Baker Tilly Wealth Management
MNST icon

Baker Tilly Wealth Management’s Monster Beverage MNST Stock Holding History

Baker Tilly 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
Q3 		$1.46M Sell
35,155
-125
-0.4% -$5.79K 0.29% 60
2026
Q2 		$1.7M Sell
35,280
-1,176
-3% -$49.4K 0.36% 54
2026
Q1 		$1.32M Buy
36,456
+508
+1% +$20K 0.32% 57
2025
Q4 		$1.38M Buy
35,948
+246
+0.7% +$8.81K 0.34% 53
2025
Q3 		$1.2M Sell
35,702
-654
-2% -$20.4K 0.27% 63
2025
Q2 		$1.14M Sell
36,356
-1,716
-5% -$52.4K 0.41% 50
2025
Q1 		$1.11M Buy
38,072
+3,162
+9% +$82.4K 0.44% 52
2024
Q4 		$917K Buy
34,910
+2,042
+6% +$54.1K 0.36% 61
2024
Q3 		$857K Buy
32,868
+7,200
+28% +$178K 0.38% 65
2024
Q2 		$641K Sell
25,668
-12,360
-33% -$328K 0.26% 91
2024
Q1 		$1.13M Buy
38,028
+356
+0.9% +$10.2K 0.2% 113
2023
Q4 		$1.09M Sell
37,672
-10,320
-22% -$276K 0.18% 127
2023
Q3 		$1.27M Sell
47,992
-98,064
-67% -$2.79M 0.21% 102
2023
Q2 		$4.19M Buy
146,056
+5,224
+4% +$149K 0.44% 52
2023
Q1 		$3.8M Buy
140,832
+8,848
+7% +$227K 0.43% 51
2022
Q4 		$3.35M Buy
131,984
+16,176
+14% +$392K 0.41% 62
2022
Q3 		$2.52M Buy
115,808
+396
+0.3% +$9.12K 0.34% 67
2022
Q2 		$2.68M Buy
115,412
+11,448
+11% +$249K 0.35% 67
2022
Q1 		$2.08M Buy
103,964
+17,316
+20% +$363K 0.23% 90
2021
Q4 		$2.08M Buy
86,648
+10,792
+14% +$240K 0.22% 88
2021
Q3 		$1.68M Buy
75,856
+16,352
+27% +$386K 0.22% 89
2021
Q2 		$1.36M Buy
59,504
+5,580
+10% +$131K 0.22% 97
2021
Q1 		$1.23M Buy
+53,924
New +$1.21M 0.25% 98

Other funds holding MNST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baker Tilly Wealth Management's MNST Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Monster Beverage (MNST) stake by 0.35% in Q3 2026, selling an estimated $5.79K and leaving 35,155 shares worth $1.46M. The position accounts for 0.29% of the portfolio, ranked #60.

Baker Tilly Wealth Management first reported a position in MNST in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.19M in Q2 2023. 1,127 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Baker Tilly Wealth Management held 35,155 shares of Monster Beverage worth $1.46M as of Q3 2026.
  • Baker Tilly Wealth Management sold 125 Monster Beverage shares in Q3 2026, an estimated $5.79K.
  • Monster Beverage made up 0.29% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Baker Tilly Wealth Management first reported a position in Monster Beverage in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Monster Beverage position peaked at $4.19M in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.