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Bartlett & Co Wealth Management’s Monster Beverage MNST Stock Holding History

Bartlett & Co 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 		$107K Buy
1,111
+37
+3% +$3.11K ﹤0.01% 620
2026
Q1 		$80.8K Sell
1,074
-62
-5% -$4.89K ﹤0.01% 607
2025
Q4 		$87.1K Buy
1,136
+62
+6% +$4.44K ﹤0.01% 579
2025
Q3 		$72.3K Buy
1,074
+1
+0.1% +$62 ﹤0.01% 607
2025
Q2 		$67.2K Hold
1,073
– – ﹤0.01% 613
2025
Q1 		$62.8K Buy
1,073
+73
+7% +$3.81K ﹤0.01% 613
2024
Q4 		$52.6K Hold
1,000
– – ﹤0.01% 640
2024
Q3 		$52.2K Hold
1,000
– – ﹤0.01% 647
2024
Q2 		$50K Hold
1,000
– – ﹤0.01% 656
2024
Q1 		$59.3K Hold
1,000
– – ﹤0.01% 634
2023
Q4 		$57.4K Hold
1,000
– – ﹤0.01% 679
2023
Q3 		$53K Hold
1,000
– – ﹤0.01% 658
2023
Q2 		$57.4K Hold
1,000
– – ﹤0.01% 643
2023
Q1 		$54K Hold
1,000
– – ﹤0.01% 561
2022
Q4 		$50.8K Sell
1,000
-28
-3% -$1.36K ﹤0.01% 577
2022
Q3 		$44.7K Sell
1,028
-240
-19% -$11.1K ﹤0.01% 579
2022
Q2 		$58.8K Buy
1,268
+268
+27% +$11.7K ﹤0.01% 544
2022
Q1 		$40K Buy
+1,000
New +$41.9K ﹤0.01% 623
2021
Q3 		– Sell
-48
Closed -$2.19K – 1019
2021
Q2 		$2.19K Hold
48
– – ﹤0.01% 842
2021
Q1 		$2.19K Hold
48
– – ﹤0.01% 865
2020
Q4 		$2.22K Buy
+48
New +$2.02K ﹤0.01% 904

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

Bartlett & Co Wealth Management's MNST Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Monster Beverage (MNST) stake by 3.4% in Q2 2026, buying an estimated $3.11K and bringing the position to 1,111 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Bartlett & Co Wealth Management first reported a position in MNST in Q4 2020 and has held it in 21 quarters since. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,111 shares of Monster Beverage worth $107K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 37 Monster Beverage shares in Q2 2026, an estimated $3.11K.
  • Monster Beverage made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Bartlett & Co Wealth Management first reported a position in Monster Beverage in Q4 2020 and has held it in 21 quarters since.
  • 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.