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Caerus Investment Advisors’s Monster Beverage MNST Stock Holding History

Caerus Investment 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
Q1 		$452K Buy
6,238
+1
+0% +$79 0.19% 104
2025
Q4 		$478K Buy
6,237
+18
+0.3% +$1.29K 0.15% 151
2025
Q3 		$419K Buy
+6,219
New +$388K 0.17% 140

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caerus Investment Advisors's MNST Position: Q1 2026 in Review

Caerus Investment Advisors increased its Monster Beverage (MNST) stake by 0.02% in Q1 2026, buying an estimated $79 and bringing the position to 6,238 shares worth $452K. The position accounts for 0.19% of the portfolio, ranked #104.

Caerus Investment Advisors first reported a position in MNST in Q3 2025 and has held it in 3 quarters since. The position peaked at $478K in Q4 2025. 1,237 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Caerus Investment Advisors held 6,238 shares of Monster Beverage worth $452K as of Q1 2026.
  • Caerus Investment Advisors bought 1 Monster Beverage share in Q1 2026, an estimated $79.
  • Monster Beverage made up 0.19% of Caerus Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • Caerus Investment Advisors first reported a position in Monster Beverage in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Monster Beverage position peaked at $478K in Q4 2025.
  • 1,237 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.