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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
Q2 		$1.7M Sell
17,640
-588
-3% -$49.4K 0.36% 54
2026
Q1 		$1.32M Buy
18,228
+254
+1% +$20K 0.32% 57
2025
Q4 		$1.38M Buy
17,974
+123
+0.7% +$8.81K 0.34% 53
2025
Q3 		$1.2M Sell
17,851
-327
-2% -$20.4K 0.27% 63
2025
Q2 		$1.14M Sell
18,178
-858
-5% -$52.4K 0.41% 50
2025
Q1 		$1.11M Buy
19,036
+1,581
+9% +$82.4K 0.44% 52
2024
Q4 		$917K Buy
17,455
+1,021
+6% +$54.1K 0.36% 61
2024
Q3 		$857K Buy
16,434
+3,600
+28% +$178K 0.38% 65
2024
Q2 		$641K Sell
12,834
-6,180
-33% -$328K 0.26% 91
2024
Q1 		$1.13M Buy
19,014
+178
+0.9% +$10.2K 0.2% 113
2023
Q4 		$1.09M Sell
18,836
-5,160
-22% -$276K 0.18% 127
2023
Q3 		$1.27M Sell
23,996
-49,032
-67% -$2.79M 0.21% 102
2023
Q2 		$4.19M Buy
73,028
+2,612
+4% +$149K 0.44% 52
2023
Q1 		$3.8M Buy
70,416
+4,424
+7% +$227K 0.43% 51
2022
Q4 		$3.35M Buy
65,992
+8,088
+14% +$392K 0.41% 62
2022
Q3 		$2.52M Buy
57,904
+198
+0.3% +$9.12K 0.34% 67
2022
Q2 		$2.67M Buy
57,706
+5,724
+11% +$249K 0.35% 67
2022
Q1 		$2.08M Buy
51,982
+8,658
+20% +$363K 0.23% 90
2021
Q4 		$2.08M Buy
43,324
+5,396
+14% +$240K 0.22% 88
2021
Q3 		$1.69M Buy
37,928
+8,176
+27% +$386K 0.22% 89
2021
Q2 		$1.36M Buy
29,752
+2,790
+10% +$131K 0.22% 97
2021
Q1 		$1.23M Buy
+26,962
New +$1.21M 0.25% 98

Other funds holding MNST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baker Tilly Wealth Management's MNST Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Monster Beverage (MNST) stake by 3.2% in Q2 2026, selling an estimated $49.4K and leaving 17,640 shares worth $1.7M. The position accounts for 0.36% of the portfolio, ranked #54.

Baker Tilly Wealth Management first reported a position in MNST in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.19M in Q2 2023. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Baker Tilly Wealth Management held 17,640 shares of Monster Beverage worth $1.7M as of Q2 2026.
  • Baker Tilly Wealth Management sold 588 Monster Beverage shares in Q2 2026, an estimated $49.4K.
  • Monster Beverage made up 0.36% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Baker Tilly Wealth Management first reported a position in Monster Beverage in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Monster Beverage position peaked at $4.19M in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.