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Bellwether Advisors’s Monster Beverage MNST Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-609
Closed -$38.1K – 399
2025
Q2 		$38.1K Buy
609
+353
+138% +$21.6K 0.01% 238
2025
Q1 		$15K Hold
256
– – ﹤0.01% 296
2024
Q4 		$13.5K Sell
256
-31,609
-99% -$1.68M ﹤0.01% 316
2024
Q3 		$1.66M Buy
+31,865
New +$1.58M 0.32% 54
2024
Q2 		– Sell
-14,963
Closed -$887K – 132
2024
Q1 		$887K Buy
+14,963
New +$860K 0.19% 77
2023
Q2 		– Sell
-500
Closed -$27K – 316
2023
Q1 		$27K Sell
500
-1,344
-73% -$68.9K 0.01% 225
2022
Q4 		$93.6K Buy
+1,844
New +$89.3K 0.03% 159
2022
Q2 		– Sell
-158
Closed -$6K – 514
2022
Q1 		$6K Hold
158
– – ﹤0.01% 344
2021
Q4 		$7K Buy
158
+8
+5% +$356 ﹤0.01% 362
2021
Q3 		$6K Buy
+150
New +$7.09K ﹤0.01% 345

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return