Chevy Chase Trust
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Chevy Chase Trust’s Monster Beverage MNST Stock Holding History

Chevy Chase Trust’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 		$30.8M Sell
424,536
-14,161
-3% -$1.12M 0.09% 197
2025
Q4 		$33.6M Sell
438,697
-4,319
-1% -$309K 0.09% 186
2025
Q3 		$29.8M Sell
443,016
-7,824
-2% -$488K 0.08% 203
2025
Q2 		$28.2M Buy
450,840
+5,118
+1% +$313K 0.08% 204
2025
Q1 		$26.1M Sell
445,722
-456
-0.1% -$23.8K 0.08% 210
2024
Q4 		$23.5M Sell
446,178
-13,317
-3% -$706K 0.07% 226
2024
Q3 		$24M Buy
459,495
+23,906
+5% +$1.18M 0.07% 223
2024
Q2 		$21.8M Sell
435,589
-23,757
-5% -$1.26M 0.07% 234
2024
Q1 		$27.2M Sell
459,346
-2,786
-0.6% -$160K 0.09% 196
2023
Q4 		$26.6M Sell
462,132
-6,615
-1% -$354K 0.1% 192
2023
Q3 		$24.8M Sell
468,747
-22,030
-4% -$1.25M 0.1% 186
2023
Q2 		$28.2M Sell
490,777
-4,066
-0.8% -$231K 0.11% 175
2023
Q1 		$26.7M Buy
494,843
+1,053
+0.2% +$54K 0.11% 186
2022
Q4 		$25.1M Sell
493,790
-50,956
-9% -$2.47M 0.11% 188
2022
Q3 		$23.7M Buy
544,746
+16,718
+3% +$770K 0.1% 193
2022
Q2 		$24.5M Buy
528,028
+1,782
+0.3% +$77.5K 0.1% 191
2022
Q1 		$21M Buy
526,246
+1,166
+0.2% +$48.9K 0.07% 248
2021
Q4 		$25.2M Buy
525,080
+60,228
+13% +$2.68M 0.08% 221
2021
Q3 		$20.6M Sell
464,852
-10,410
-2% -$492K 0.07% 248
2021
Q2 		$21.7M Sell
475,262
-24,710
-5% -$1.16M 0.07% 248
2021
Q1 		$22.8M Sell
499,972
-44,532
-8% -$2M 0.08% 234
2020
Q4 		$25.2M Sell
544,504
-6,720
-1% -$282K 0.09% 208
2020
Q3 		$22.1M Sell
551,224
-54,318
-9% -$2.15M 0.09% 206
2020
Q2 		$21M Sell
605,542
-47,348
-7% -$1.55M 0.09% 217
2020
Q1 		$18.4M Buy
652,890
+11,024
+2% +$354K 0.09% 219
2019
Q4 		$20.4M Sell
641,866
-7,986
-1% -$235K 0.08% 256
2019
Q3 		$18.9M Sell
649,852
-7,266
-1% -$220K 0.08% 263
2019
Q2 		$21M Sell
657,118
-6,842
-1% -$206K 0.09% 239
2019
Q1 		$19.7M Sell
663,960
-448
-0.1% -$12.8K 0.08% 252
2018
Q4 		$16.4M Sell
664,408
-6,500
-1% -$176K 0.08% 255
2018
Q3 		$19.6M Sell
670,908
-38,876
-5% -$1.17M 0.08% 259
2018
Q2 		$20.3M Sell
709,784
-7,678
-1% -$207K 0.09% 242
2018
Q1 		$20.5M Sell
717,462
-2,960
-0.4% -$92.4K 0.09% 237
2017
Q4 		$22.8M Sell
720,422
-10,196
-1% -$305K 0.1% 231
2017
Q3 		$20.2M Buy
730,618
+28,950
+4% +$781K 0.09% 257
2017
Q2 		$17.4M Sell
701,668
-1,242
-0.2% -$29.9K 0.08% 265
2017
Q1 		$16.2M Buy
702,910
+17,166
+3% +$384K 0.08% 275
2016
Q4 		$15.2M Buy
685,744
+6,364
+0.9% +$146K 0.08% 271
2016
Q3 		$16.6M Sell
679,380
-44,892
-6% -$1.17M 0.09% 251
2016
Q2 		$19.4M Sell
724,272
-39,216
-5% -$946K 0.11% 221
2016
Q1 		$17M Buy
763,488
+18,312
+2% +$408K 0.1% 242
2015
Q4 		$18.5M Sell
745,176
-5,070
-0.7% -$122K 0.11% 219
2015
Q3 		$16.9M Buy
750,246
+49,686
+7% +$1.16M 0.11% 228
2015
Q2 		$15.6M Buy
700,560
+12,312
+2% +$275K 0.09% 249
2015
Q1 		$15.9M Buy
688,248
+33,900
+5% +$710K 0.1% 249
2014
Q4 		$11.8M Sell
654,348
-4,314
-0.7% -$74.4K 0.07% 299
2014
Q3 		$10.1M Buy
658,662
+76,308
+13% +$1M 0.07% 333
2014
Q2 		$6.89M Buy
582,354
+3,372
+0.6% +$38.5K 0.05% 400
2014
Q1 		$6.7M Sell
578,982
-24,168
-4% -$283K 0.05% 398
2013
Q4 		$6.81M Buy
603,150
+24,090
+4% +$237K 0.05% 391
2013
Q3 		$5.04M Sell
579,060
-22,200
-4% -$219K 0.04% 434
2013
Q2 		$6.1M Buy
+601,260
New +$5.65M 0.05% 381

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

Chevy Chase Trust's MNST Position: Q1 2026 in Review

Chevy Chase Trust reduced its Monster Beverage (MNST) stake by 3.2% in Q1 2026, selling an estimated $1.12M and leaving 424,536 shares worth $30.8M. The position accounts for 0.09% of the portfolio, ranked #197.

Chevy Chase Trust first reported a position in MNST in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.6M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Chevy Chase Trust held 424,536 shares of Monster Beverage worth $30.8M as of Q1 2026.
  • Chevy Chase Trust sold 14,161 Monster Beverage shares in Q1 2026, an estimated $1.12M.
  • Monster Beverage made up 0.09% of Chevy Chase Trust's portfolio in Q1 2026, its #197 holding.
  • Chevy Chase Trust first reported a position in Monster Beverage in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Monster Beverage position peaked at $33.6M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.