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Concurrent Investment Advisors’s Monster Beverage MNST Stock Holding History

Concurrent Investment Advisors’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
Q1 		– Sell
-200
Closed -$5.26K – 1299
2024
Q4 		$5.26K Hold
200
– – ﹤0.01% 1114
2024
Q3 		$5.22K Hold
200
– – ﹤0.01% 1080
2024
Q2 		$5K Hold
200
– – ﹤0.01% 983
2024
Q1 		$5.93K Buy
+200
New +$5.75K ﹤0.01% 916

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's MNST Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Monster Beverage (MNST) stake by 4.7% in Q2 2026, buying an estimated $115K and bringing the position to 60,916 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #595.

Concurrent Investment Advisors first reported a position in MNST in Q1 2024 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Concurrent Investment Advisors held 60,916 shares of Monster Beverage worth $2.93M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,738 Monster Beverage shares in Q2 2026, an estimated $115K.
  • Monster Beverage made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #595 holding.
  • Concurrent Investment Advisors first reported a position in Monster Beverage in Q1 2024 and has held it in 10 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.