Carson Wealth (CWM LLC)’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
Q1 | $7.27M | Sell |
200,544
-1,124
| -0.6% | -$44.3K | 0.02% | 668 |
|
|
2025
Q4 | $7.73M | Buy |
201,668
+1,524
| +0.8% | +$54.6K | 0.02% | 609 |
|
|
2025
Q3 | $6.74M | Sell |
200,144
-6,956
| -3% | -$217K | 0.02% | 604 |
|
|
2025
Q2 | $6.49M | Buy |
207,100
+171,514
| +482% | +$5.24M | 0.02% | 517 |
|
|
2025
Q1 | $1.04M | Buy |
35,586
+508
| +1% | +$13.2K | ﹤0.01% | 1104 |
|
|
2024
Q4 | $922K | Buy |
35,078
+1,864
| +6% | +$49.4K | ﹤0.01% | 1127 |
|
|
2024
Q3 | $866K | Sell |
33,214
-7,900
| -19% | -$196K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $1.03M | Sell |
41,114
-3,774
| -8% | -$100K | ﹤0.01% | 868 |
|
|
2024
Q1 | $1.33M | Buy |
44,888
+16,056
| +56% | +$461K | 0.01% | 746 |
|
|
2023
Q4 | $831K | Buy |
28,832
+2,392
| +9% | +$63.9K | ﹤0.01% | 879 |
|
|
2023
Q3 | $700K | Buy |
26,440
+1,930
| +8% | +$54.8K | ﹤0.01% | 867 |
|
|
2023
Q2 | $704K | Buy |
24,510
+1,758
| +8% | +$50K | ﹤0.01% | 833 |
|
|
2023
Q1 | $614K | Buy |
22,752
+1,320
| +6% | +$33.8K | ﹤0.01% | 824 |
|
|
2022
Q4 | $544K | Buy |
21,432
+4,012
| +23% | +$97.2K | ﹤0.01% | 780 |
|
|
2022
Q3 | $379K | Buy |
17,420
+1,088
| +7% | +$25.1K | ﹤0.01% | 829 |
|
|
2022
Q2 | $378K | Buy |
16,332
+6,408
| +65% | +$139K | ﹤0.01% | 817 |
|
|
2022
Q1 | $198K | Buy |
9,924
+4,996
| +101% | +$105K | ﹤0.01% | 1040 |
|
|
2021
Q4 | $118K | Buy |
+4,928
| New | +$110K | ﹤0.01% | 1230 |
|
|
2021
Q2 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2021
Q1 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q4 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q3 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q2 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q1 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q4 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q3 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q2 | $108K | Hold |
4,712
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q1 | $108K | Buy |
4,712
+1,064
| +29% | +$15.2K | ﹤0.01% | 1108 |
|
|
2018
Q4 | $45K | Sell |
3,648
-12
| -0.3% | -$163 | ﹤0.01% | 903 |
|
|
2018
Q3 | $53K | Sell |
3,660
-476
| -12% | -$7.16K | ﹤0.01% | 737 |
|
|
2018
Q2 | $59K | Hold |
4,136
| – | – | ﹤0.01% | 604 |
|
|
2018
Q1 | $59K | Buy |
4,136
+560
| +16% | +$8.74K | ﹤0.01% | 528 |
|
|
2017
Q4 | $57K | Sell |
3,576
-556
| -13% | -$8.33K | ﹤0.01% | 508 |
|
|
2017
Q3 | $57K | Buy |
4,132
+2,644
| +178% | +$35.6K | ﹤0.01% | 495 |
|
|
2017
Q2 | $18K | Hold |
1,488
| – | – | ﹤0.01% | 651 |
|
|
2017
Q1 | $17K | Sell |
1,488
-2,220
| -60% | -$24.8K | ﹤0.01% | 626 |
|
|
2016
Q4 | $41K | Buy |
3,708
+1,620
| +78% | +$18.5K | ﹤0.01% | 478 |
|
|
2016
Q3 | $26K | Buy |
+2,088
| New | +$27.1K | ﹤0.01% | 516 |
|
Other funds holding MNST
Carson Wealth (CWM LLC)'s MNST Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Monster Beverage (MNST) stake by 0.56% in Q1 2026, selling an estimated $44.3K and leaving 200,544 shares worth $7.27M. The position accounts for 0.02% of the portfolio, ranked #668.
Carson Wealth (CWM LLC) first reported a position in MNST in Q3 2016 and has held it in 38 quarters since. The position peaked at $7.73M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold MNST as of Q1 2026.
- Carson Wealth (CWM LLC) held 200,544 shares of Monster Beverage worth $7.27M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,124 Monster Beverage shares in Q1 2026, an estimated $44.3K.
- Monster Beverage made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #668 holding.
- Carson Wealth (CWM LLC) first reported a position in Monster Beverage in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Monster Beverage position peaked at $7.73M in Q4 2025.
- 1,244 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.