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Capstone Wealth Management Group (Oregon)’s Monster Beverage MNST Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		– Sell
-2,648
Closed -$203K – 131
2025
Q4 		$203K Buy
+2,648
New +$190K 0.12% 124

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State Street
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Invesco
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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

Capstone Wealth Management Group (Oregon)'s MNST Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 2,648 shares — an estimated $203K sold.

Capstone Wealth Management Group (Oregon) first reported a position in MNST in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 2,648 Monster Beverage shares in Q1 2026, an estimated $203K.
  • Capstone Wealth Management Group (Oregon) first reported a position in Monster Beverage in Q4 2025 and held it in 1 quarter.
  • Capstone Wealth Management Group (Oregon)'s Monster Beverage position peaked at $203K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.