Capstone Wealth Management Group (Oregon)
MNST icon

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
Q3 		$322K Buy
7,726
+2,310
+43% +$107K 0.19% 97
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s MNST Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Monster Beverage (MNST) stake by 43% in Q3 2026, buying an estimated $107K and bringing the position to 7,726 shares worth $322K. The position accounts for 0.19% of the portfolio, ranked #97.

Capstone Wealth Management Group (Oregon) first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Capstone Wealth Management Group (Oregon) held 7,726 shares of Monster Beverage worth $322K as of Q3 2026.
  • Capstone Wealth Management Group (Oregon) bought 2,310 Monster Beverage shares in Q3 2026, an estimated $107K.
  • Monster Beverage made up 0.19% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #97 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • 751 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.