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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
Q2 		$260K Buy
+5,416
New +$228K 0.16% 105
2026
Q1 		– Sell
-5,296
Closed -$203K – 131
2025
Q4 		$203K Buy
+5,296
New +$190K 0.12% 124

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

Capstone Wealth Management Group (Oregon)'s MNST Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) opened a new position in Monster Beverage (MNST) in Q2 2026: 5,416 shares worth $260K. The stake represents 0.16% of the portfolio and ranks #105 among its holdings. This is a return to the name: Capstone Wealth Management Group (Oregon) previously reported a position in MNST as recently as Q4 2025.

Capstone Wealth Management Group (Oregon) first reported a position in MNST in Q4 2025 and has held it in 2 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 5,416 shares of Monster Beverage worth $260K as of Q2 2026.
  • Monster Beverage was a new Capstone Wealth Management Group (Oregon) position in Q2 2026.
  • Monster Beverage made up 0.16% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #105 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Monster Beverage in Q4 2025 and has held it in 2 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.