Cape Investment Advisory’s Monster Beverage MNST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$51.4K Buy
+1,070
New +$45K 0.01% 490
2026
Q1
Sell
-496
Closed -$19K 810
2025
Q4
$19K Buy
496
+430
+652% +$15.4K 0.01% 628
2025
Q3
$2.22K Buy
+66
New +$2.06K ﹤0.01% 660
2025
Q1
Sell
-8
Closed -$210 1175
2024
Q4
$210 Buy
+8
New +$212 ﹤0.01% 1046
2024
Q1
Sell
-52
Closed -$1.5K 1079
2023
Q4
$1.5K Buy
+52
New +$1.39K ﹤0.01% 964

Other funds holding MNST

Cape Investment Advisory's MNST Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Monster Beverage (MNST) in Q2 2026: 1,070 shares worth $51.4K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MNST as recently as Q4 2025.

Cape Investment Advisory first reported a position in MNST in Q4 2023 and has held it in 5 quarters since. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Cape Investment Advisory held 1,070 shares of Monster Beverage worth $51.4K as of Q2 2026.
  • Monster Beverage was a new Cape Investment Advisory position in Q2 2026.
  • Monster Beverage made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #490 holding.
  • Cape Investment Advisory first reported a position in Monster Beverage in Q4 2023 and has held it in 5 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.