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Capital Advisors Ltd’s Monster Beverage MNST Stock Holding History

Capital Advisors Ltd’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 		$32K Buy
666
+6
+0.9% +$252 ﹤0.01% 585
2026
Q1 		$24K Buy
660
+132
+25% +$5.2K ﹤0.01% 627
2025
Q4 		$20K Buy
528
+202
+62% +$7.24K ﹤0.01% 660
2025
Q3 		$11K Hold
326
– – ﹤0.01% 785
2025
Q2 		$10K Buy
326
+308
+1,711% +$9.41K ﹤0.01% 794
2025
Q1 		$1K Sell
18
-386
-96% -$10.1K ﹤0.01% 1226
2024
Q4 		$11K Buy
+404
New +$10.7K ﹤0.01% 760
2024
Q3 		– Sell
-60
Closed -$1K – 1525
2024
Q2 		$1K Sell
60
-138
-70% -$3.66K ﹤0.01% 1237
2024
Q1 		$6K Buy
198
+14
+8% +$402 ﹤0.01% 843
2023
Q4 		$5K Buy
184
+12
+7% +$321 ﹤0.01% 847
2023
Q3 		$5K Hold
172
– – ﹤0.01% 827
2023
Q2 		$5K Hold
172
– – ﹤0.01% 843
2023
Q1 		$5K Buy
172
+104
+153% +$2.67K ﹤0.01% 693
2022
Q4 		$2K Sell
68
-36
-35% -$872 ﹤0.01% 876
2022
Q3 		$2K Sell
104
-56
-35% -$1.29K ﹤0.01% 870
2022
Q2 		$4K Buy
+160
New +$3.48K ﹤0.01% 597
2022
Q1 		– Sell
-20
Closed – – 1099
2021
Q4 		$0 Buy
+20
New +$445 ﹤0.01% 886

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

Capital Advisors Ltd's MNST Position: Q2 2026 in Review

Capital Advisors Ltd increased its Monster Beverage (MNST) stake by 0.91% in Q2 2026, buying an estimated $252 and bringing the position to 666 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Capital Advisors Ltd first reported a position in MNST in Q4 2021 and has held it in 17 quarters since. 1,372 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Capital Advisors Ltd held 666 shares of Monster Beverage worth $32K as of Q2 2026.
  • Capital Advisors Ltd bought 6 Monster Beverage shares in Q2 2026, an estimated $252.
  • Monster Beverage made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #585 holding.
  • Capital Advisors Ltd first reported a position in Monster Beverage in Q4 2021 and has held it in 17 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.