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Cassady Schiller Wealth Management’s Monster Beverage MNST Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$4.26K Buy
+81
New +$4.29K ﹤0.01% 441
2022
Q1 		– Sell
-10
Closed – – 403
2021
Q4 		$0 Buy
+10
New +$445 ﹤0.01% 612

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's MNST Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Monster Beverage (MNST) in Q4 2024: 81 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MNST as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MNST in Q4 2021 and has held it in 2 quarters since. 965 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

  • Cassady Schiller Wealth Management held 81 shares of Monster Beverage worth $4.26K as of Q4 2024.
  • Monster Beverage was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Monster Beverage made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #441 holding.
  • Cassady Schiller Wealth Management first reported a position in Monster Beverage in Q4 2021 and has held it in 2 quarters since.
  • 965 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.