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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
-100
Closed -$5.26K – 1299
2024
Q4 		$5.26K Hold
100
– – ﹤0.01% 1114
2024
Q3 		$5.22K Hold
100
– – ﹤0.01% 1080
2024
Q2 		$5K Hold
100
– – ﹤0.01% 983
2024
Q1 		$5.93K Buy
+100
New +$5.75K ﹤0.01% 916

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

Concurrent Investment Advisors's MNST Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Monster Beverage (MNST) stake by 17% in Q1 2026, selling an estimated $454K and leaving 29,089 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #597.

Concurrent Investment Advisors first reported a position in MNST in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Concurrent Investment Advisors held 29,089 shares of Monster Beverage worth $2.11M as of Q1 2026.
  • Concurrent Investment Advisors sold 5,763 Monster Beverage shares in Q1 2026, an estimated $454K.
  • Monster Beverage made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #597 holding.
  • Concurrent Investment Advisors first reported a position in Monster Beverage in Q1 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Monster Beverage position peaked at $2.67M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.