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CDM Financial Counseling Services’s Monster Beverage MNST Stock Holding History

CDM Financial Counseling 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
Q2 		$336K Sell
7,000
-4,000
-36% -$168K 0.29% 66
2026
Q1 		$413K Hold
11,000
– – 0.4% 59
2025
Q4 		$422K Buy
+11,000
New +$394K 0.4% 56

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

CDM Financial Counseling Services's MNST Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Monster Beverage (MNST) stake by 36% in Q2 2026, selling an estimated $168K and leaving 7,000 shares worth $336K. The position accounts for 0.29% of the portfolio, ranked #66.

CDM Financial Counseling Services first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • CDM Financial Counseling Services held 7,000 shares of Monster Beverage worth $336K as of Q2 2026.
  • CDM Financial Counseling Services sold 4,000 Monster Beverage shares in Q2 2026, an estimated $168K.
  • Monster Beverage made up 0.29% of CDM Financial Counseling Services's portfolio in Q2 2026, its #66 holding.
  • CDM Financial Counseling Services first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's Monster Beverage position peaked at $422K in Q4 2025.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.