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BSW Wealth Partners’s Monster Beverage MNST Stock Holding History

BSW Wealth Partners’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 		$693K Sell
14,420
-1,286
-8% -$54K 0.08% 140
2026
Q1 		$569K Buy
15,706
+2,980
+23% +$117K 0.07% 165
2025
Q4 		$488K Buy
12,726
+5,204
+69% +$186K 0.06% 181
2025
Q3 		$253K Buy
+7,522
New +$235K 0.03% 278

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

BSW Wealth Partners's MNST Position: Q2 2026 in Review

BSW Wealth Partners reduced its Monster Beverage (MNST) stake by 8.2% in Q2 2026, selling an estimated $54K and leaving 14,420 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #140.

BSW Wealth Partners first reported a position in MNST in Q3 2025 and has held it in 4 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • BSW Wealth Partners held 14,420 shares of Monster Beverage worth $693K as of Q2 2026.
  • BSW Wealth Partners sold 1,286 Monster Beverage shares in Q2 2026, an estimated $54K.
  • Monster Beverage made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • BSW Wealth Partners first reported a position in Monster Beverage in Q3 2025 and has held it in 4 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.