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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
Q2 		$539K Sell
11,218
-1,258
-10% -$52.9K 0.18% 105
2026
Q1 		$452K Buy
12,476
+2
+0% +$79 0.19% 104
2025
Q4 		$478K Buy
12,474
+36
+0.3% +$1.29K 0.15% 151
2025
Q3 		$419K Buy
+12,438
New +$388K 0.17% 140

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

Caerus Investment Advisors's MNST Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Monster Beverage (MNST) stake by 10% in Q2 2026, selling an estimated $52.9K and leaving 11,218 shares worth $539K. The position accounts for 0.18% of the portfolio, ranked #105.

Caerus Investment Advisors 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.

  • Caerus Investment Advisors held 11,218 shares of Monster Beverage worth $539K as of Q2 2026.
  • Caerus Investment Advisors sold 1,258 Monster Beverage shares in Q2 2026, an estimated $52.9K.
  • Monster Beverage made up 0.18% of Caerus Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Caerus Investment Advisors 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 Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.