BerganKDV Wealth Management’s Monster Beverage MNST Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-140	Closed	-$3.78K	–	991
2023 Q1	$3.78K	Hold	140	–	–	﹤0.01%	737
2022 Q4	$3.55K	Hold	140	–	–	﹤0.01%	721
2022 Q3	$3K	Hold	140	–	–	﹤0.01%	764
2022 Q2	$3K	Hold	140	–	–	﹤0.01%	778
2022 Q1	$3K	Hold	140	–	–	﹤0.01%	811
2021 Q4	$3K	Hold	140	–	–	﹤0.01%	869
2021 Q3	$3K	Hold	140	–	–	﹤0.01%	830
2021 Q2	$3K	Hold	140	–	–	﹤0.01%	770
2021 Q1	$3K	Hold	140	–	–	﹤0.01%	741
2020 Q4	$3K	Hold	140	–	–	﹤0.01%	738
2020 Q3	$3K	Hold	140	–	–	﹤0.01%	648
2020 Q2	$2K	Sell	140 -16	-10%	-$261	﹤0.01%	763
2020 Q1	$2K	Hold	156	–	–	﹤0.01%	744
2019 Q4	$2K	Buy	+156	New	+$2.29K	﹤0.01%	780

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BerganKDV Wealth Management's MNST Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Monster Beverage (MNST) in Q2 2023, closing a stake of 140 shares — an estimated $3.78K sold.

BerganKDV Wealth Management first reported a position in MNST in Q4 2019 and held it in 14 quarters. The position peaked at $3.78K in Q1 2023. 895 funds tracked by Wall St. Rank hold MNST as of Q2 2023.

BerganKDV Wealth Management reported no remaining Monster Beverage position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 140 Monster Beverage shares in Q2 2023, an estimated $3.78K.
BerganKDV Wealth Management first reported a position in Monster Beverage in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Monster Beverage position peaked at $3.78K in Q1 2023.
895 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.