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Bogart Wealth LLC’s Monster Beverage MNST Stock Holding History

Bogart Wealth LLC’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 		$24.6K Buy
512
+150
+41% +$6.3K ﹤0.01% 741
2026
Q1 		$13.1K Sell
362
-48
-12% -$1.89K ﹤0.01% 846
2025
Q4 		$15.7K Sell
410
-14
-3% -$502 ﹤0.01% 740
2025
Q3 		$14.3K Sell
424
-308
-42% -$9.61K ﹤0.01% 753
2025
Q2 		$22.9K Buy
732
+456
+165% +$13.9K ﹤0.01% 599
2025
Q1 		$8.08K Sell
276
-96
-26% -$2.5K ﹤0.01% 798
2024
Q4 		$9.78K Buy
372
+184
+98% +$4.88K ﹤0.01% 746
2024
Q3 		$4.9K Hold
188
– – ﹤0.01% 835
2024
Q2 		$4.7K Hold
188
– – ﹤0.01% 803
2024
Q1 		$5.57K Hold
188
– – ﹤0.01% 745
2023
Q4 		$5.42K Hold
188
– – ﹤0.01% 731
2023
Q3 		$4.98K Hold
188
– – ﹤0.01% 716
2023
Q2 		$5.4K Hold
188
– – ﹤0.01% 692
2023
Q1 		$5.08K Hold
188
– – ﹤0.01% 708
2022
Q4 		$4.77K Hold
188
– – ﹤0.01% 675
2022
Q3 		$4K Hold
188
– – ﹤0.01% 732
2022
Q2 		$4K Buy
+188
New +$4.09K ﹤0.01% 687

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's MNST Position: Q2 2026 in Review

Bogart Wealth LLC increased its Monster Beverage (MNST) stake by 41% in Q2 2026, buying an estimated $6.3K and bringing the position to 512 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Bogart Wealth LLC first reported a position in MNST in Q2 2022 and has held it in 17 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Bogart Wealth LLC held 512 shares of Monster Beverage worth $24.6K as of Q2 2026.
  • Bogart Wealth LLC bought 150 Monster Beverage shares in Q2 2026, an estimated $6.3K.
  • Monster Beverage made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #741 holding.
  • Bogart Wealth LLC first reported a position in Monster Beverage in Q2 2022 and has held it in 17 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.