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Concord Wealth Partners’s Monster Beverage MNST Stock Holding History

Concord Wealth Partners’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
2024
Q4 		– Sell
-54
Closed -$1.41K – 966
2024
Q3 		$1.41K Buy
+54
New +$1.34K ﹤0.01% 790
2024
Q2 		– Sell
-90
Closed -$2.67K – 895
2024
Q1 		$2.67K Buy
+90
New +$2.59K ﹤0.01% 723
2023
Q4 		– Sell
-90
Closed -$2.38K – 944
2023
Q3 		$2.38K Buy
+90
New +$2.56K ﹤0.01% 844
2021
Q2 		– Sell
-16
Closed – – 1082
2021
Q1 		$0 Buy
+16
New +$358 ﹤0.01% 1040

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's MNST Position: Q4 2024 in Review

Concord Wealth Partners sold out of Monster Beverage (MNST) in Q4 2024, closing a stake of 54 shares — an estimated $1.41K sold.

Concord Wealth Partners first reported a position in MNST in Q1 2021 and held it in 4 quarters. The position peaked at $2.67K in Q1 2024. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

  • Concord Wealth Partners reported no remaining Monster Beverage position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 54 Monster Beverage shares in Q4 2024, an estimated $1.41K.
  • Concord Wealth Partners first reported a position in Monster Beverage in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Monster Beverage position peaked at $2.67K in Q1 2024.
  • 966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.