BWA
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Basecamp Wealth Advisors’s Monster Beverage MNST Stock Holding History

Basecamp Wealth Advisors’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 		$232K Hold
4,836
– – 0.04% 239
2026
Q1 		$175K Buy
4,836
+38
+0.8% +$1.5K 0.04% 285
2025
Q4 		$184K Buy
+4,798
New +$172K 0.04% 251

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's MNST Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Monster Beverage (MNST) position steady in Q2 2026 at 4,836 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #239.

Basecamp Wealth Advisors first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Basecamp Wealth Advisors held 4,836 shares of Monster Beverage worth $232K as of Q2 2026.
  • Basecamp Wealth Advisors left its Monster Beverage share count unchanged in Q2 2026.
  • Monster Beverage made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • Basecamp Wealth Advisors first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.