Clifford Swan Investment Counsel’s Monster Beverage MNST Stock Holding History

Clifford Swan Investment Counsel’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	$348K	Hold	4,800	–	–	0.01%	254
2025 Q4	$368K	Sell	4,800 -224	-4%	-$16K	0.01%	248
2025 Q3	$338K	Buy	5,024 +8	+0.2%	+$499	0.01%	256
2025 Q2	$314K	Buy	5,016 +2	+0%	+$122	0.01%	257
2025 Q1	$293K	Hold	5,014	–	–	0.01%	268
2024 Q4	$264K	Sell	5,014 -238	-5%	-$12.6K	0.01%	279
2024 Q3	$274K	Hold	5,252	–	–	0.01%	280
2024 Q2	$262K	Hold	5,252	–	–	0.01%	272
2024 Q1	$311K	Hold	5,252	–	–	0.01%	259
2023 Q4	$303K	Hold	5,252	–	–	0.01%	260
2023 Q3	$278K	Hold	5,252	–	–	0.01%	258
2023 Q2	$302K	Hold	5,252	–	–	0.01%	258
2023 Q1	$284K	Sell	5,252 -14	-0.3%	-$718	0.01%	259
2022 Q4	$267K	Buy	5,266 +14	+0.3%	+$678	0.01%	264
2022 Q3	$228K	Hold	5,252	–	–	0.01%	287
2022 Q2	$243K	Buy	+5,252	New	+$228K	0.01%	295
2022 Q1	–	Sell	-4,800	Closed	-$230K	–	331
2021 Q4	$230K	Hold	4,800	–	–	0.01%	314
2021 Q3	$205K	Hold	4,800	–	–	0.01%	323
2021 Q2	$221K	Sell	4,800 -2,170	-31%	-$102K	0.01%	310
2021 Q1	$317K	Sell	6,970 -1,184	-15%	-$53K	0.01%	266
2020 Q4	$377K	Sell	8,154 -358	-4%	-$15K	0.02%	247
2020 Q3	$341K	Hold	8,512	–	–	0.02%	248
2020 Q2	$295K	Hold	8,512	–	–	0.02%	256
2020 Q1	$239K	Hold	8,512	–	–	0.01%	261
2019 Q4	$270K	Sell	8,512 -694	-8%	-$20.4K	0.01%	273
2019 Q3	$267K	Hold	9,206	–	–	0.01%	267
2019 Q2	$294K	Hold	9,206	–	–	0.02%	259
2019 Q1	$251K	Hold	9,206	–	–	0.01%	277
2018 Q4	$227K	Hold	9,206	–	–	0.01%	276
2018 Q3	$268K	Sell	9,206 -394	-4%	-$11.8K	0.01%	274
2018 Q2	$275K	Hold	9,600	–	–	0.02%	262
2018 Q1	$275K	Hold	9,600	–	–	0.02%	263
2017 Q4	$304K	Sell	9,600 -4,800	-33%	-$144K	0.02%	252
2017 Q3	$398K	Buy	14,400 +4,800	+50%	+$129K	0.02%	234
2017 Q2	$238K	Hold	9,600	–	–	0.01%	284
2017 Q1	$222K	Hold	9,600	–	–	0.01%	277
2016 Q4	$213K	Hold	9,600	–	–	0.01%	261
2016 Q3	$235K	Hold	9,600	–	–	0.02%	256
2016 Q2	$257K	Hold	9,600	–	–	0.02%	227
2016 Q1	$213K	Hold	9,600	–	–	0.01%	248
2015 Q4	$238K	Hold	9,600	–	–	0.02%	243
2015 Q3	$216K	Hold	9,600	–	–	0.02%	241
2015 Q2	$214K	Hold	9,600	–	–	0.01%	243
2015 Q1	$221K	Buy	+9,600	New	+$201K	0.01%	241

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clifford Swan Investment Counsel's MNST Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Monster Beverage (MNST) position steady in Q1 2026 at 4,800 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #254.

Clifford Swan Investment Counsel first reported a position in MNST in Q1 2015 and has held it in 44 quarters since. The position peaked at $398K in Q3 2017. 1,237 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Clifford Swan Investment Counsel held 4,800 shares of Monster Beverage worth $348K as of Q1 2026.
Clifford Swan Investment Counsel left its Monster Beverage share count unchanged in Q1 2026.
Monster Beverage made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #254 holding.
Clifford Swan Investment Counsel first reported a position in Monster Beverage in Q1 2015 and has held it in 44 quarters since.
Clifford Swan Investment Counsel's Monster Beverage position peaked at $398K in Q3 2017.
1,237 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.