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CBIZ Investment Advisory Services’s Monster Beverage MNST Stock Holding History

CBIZ Investment Advisory Services’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 		$6.09K Sell
84
-18
-18% -$1.42K ﹤0.01% 202
2025
Q4 		$7.82K Sell
102
-8
-7% -$573 ﹤0.01% 428
2025
Q3 		$7.4K Buy
110
+94
+588% +$5.87K ﹤0.01% 388
2025
Q2 		$1K Sell
16
-14
-47% -$855 ﹤0.01% 597
2025
Q1 		$1.76K Buy
+30
New +$1.56K ﹤0.01% 491

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

CBIZ Investment Advisory Services's MNST Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Monster Beverage (MNST) stake by 18% in Q1 2026, selling an estimated $1.42K and leaving 84 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

CBIZ Investment Advisory Services first reported a position in MNST in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.82K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • CBIZ Investment Advisory Services held 84 shares of Monster Beverage worth $6.09K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 18 Monster Beverage shares in Q1 2026, an estimated $1.42K.
  • Monster Beverage made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #202 holding.
  • CBIZ Investment Advisory Services first reported a position in Monster Beverage in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Monster Beverage position peaked at $7.82K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.