CWM
MNST icon

Centricity Wealth Management’s Monster Beverage MNST Stock Holding History

Centricity 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
2025
Q2 		$9.4K Hold
300
– – 0.01% 329
2025
Q1 		$8.78K Hold
300
– – 0.01% 330
2024
Q4 		$7.88K Buy
+300
New +$7.95K 0.01% 350

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centricity Wealth Management's MNST Position: Q2 2025 in Review

Centricity Wealth Management held its Monster Beverage (MNST) position steady in Q2 2025 at 300 shares worth $9.4K. The position accounts for 0.01% of the portfolio, ranked #329.

Centricity Wealth Management first reported a position in MNST in Q4 2024 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold MNST as of Q2 2025.

  • Centricity Wealth Management held 300 shares of Monster Beverage worth $9.4K as of Q2 2025.
  • Centricity Wealth Management left its Monster Beverage share count unchanged in Q2 2025.
  • Monster Beverage made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #329 holding.
  • Centricity Wealth Management first reported a position in Monster Beverage in Q4 2024 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.