Creative Planning’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.6M | Sell |
492,000
-1,664
| -0.3% | -$69.9K | 0.01% | 438 |
|
|
2026
Q1 | $17.9M | Buy |
493,664
+97,516
| +25% | +$3.84M | 0.01% | 487 |
|
|
2025
Q4 | $15.2M | Buy |
396,148
+79,786
| +25% | +$2.86M | 0.01% | 474 |
|
|
2025
Q3 | $10.6M | Buy |
316,362
+64,794
| +26% | +$2.02M | 0.01% | 537 |
|
|
2025
Q2 | $7.88M | Buy |
251,568
+59,936
| +31% | +$1.83M | 0.01% | 592 |
|
|
2025
Q1 | $5.61M | Sell |
191,632
-5,088
| -3% | -$133K | 0.01% | 668 |
|
|
2024
Q4 | $5.17M | Buy |
196,720
+15,174
| +8% | +$402K | 0.01% | 652 |
|
|
2024
Q3 | $4.74M | Buy |
181,546
+20,568
| +13% | +$510K | ﹤0.01% | 658 |
|
|
2024
Q2 | $4.02M | Sell |
160,978
-18,940
| -11% | -$502K | ﹤0.01% | 700 |
|
|
2024
Q1 | $5.33M | Buy |
179,918
+33,788
| +23% | +$971K | 0.01% | 581 |
|
|
2023
Q4 | $4.21M | Buy |
146,130
+8,478
| +6% | +$227K | 0.01% | 614 |
|
|
2023
Q3 | $3.64M | Sell |
137,652
-30,912
| -18% | -$878K | ﹤0.01% | 622 |
|
|
2023
Q2 | $4.84M | Buy |
168,564
+10,348
| +7% | +$294K | 0.01% | 532 |
|
|
2023
Q1 | $4.27M | Sell |
158,216
-3,212
| -2% | -$82.4K | 0.01% | 544 |
|
|
2022
Q4 | $4.1M | Buy |
161,428
+19,116
| +13% | +$463K | 0.01% | 539 |
|
|
2022
Q3 | $3.09M | Buy |
142,312
+2,292
| +2% | +$52.8K | 0.01% | 556 |
|
|
2022
Q2 | $3.25M | Buy |
140,020
+8,328
| +6% | +$181K | 0.01% | 564 |
|
|
2022
Q1 | $2.63M | Buy |
131,692
+8,852
| +7% | +$186K | ﹤0.01% | 638 |
|
|
2021
Q4 | $2.95M | Buy |
122,840
+14,212
| +13% | +$316K | ﹤0.01% | 570 |
|
|
2021
Q3 | $2.41M | Buy |
108,628
+5,760
| +6% | +$136K | ﹤0.01% | 629 |
|
|
2021
Q2 | $2.35M | Sell |
102,868
-39,740
| -28% | -$932K | ﹤0.01% | 611 |
|
|
2021
Q1 | $3.25M | Sell |
142,608
-8,788
| -6% | -$197K | 0.01% | 538 |
|
|
2020
Q4 | $3.5M | Sell |
151,396
-2,344
| -2% | -$49.2K | 0.01% | 465 |
|
|
2020
Q3 | $3.08M | Buy |
153,740
+27,024
| +21% | +$534K | 0.01% | 425 |
|
|
2020
Q2 | $2.2M | Sell |
126,716
-1,368
| -1% | -$22.3K | 0.01% | 468 |
|
|
2020
Q1 | $1.8M | Sell |
128,084
-10,484
| -8% | -$168K | 0.01% | 458 |
|
|
2019
Q4 | $2.2M | Buy |
138,568
+1,600
| +1% | +$23.5K | 0.01% | 486 |
|
|
2019
Q3 | $1.99M | Sell |
136,968
-972
| -0.7% | -$14.7K | 0.01% | 493 |
|
|
2019
Q2 | $2.2M | Sell |
137,940
-728
| -0.5% | -$11K | 0.01% | 467 |
|
|
2019
Q1 | $1.89M | Buy |
138,668
+2,604
| +2% | +$37.1K | 0.01% | 481 |
|
|
2018
Q4 | $1.67M | Sell |
136,064
-117,760
| -46% | -$1.6M | 0.01% | 467 |
|
|
2018
Q3 | $3.7M | Sell |
253,824
-4,264
| -2% | -$64.1K | 0.01% | 332 |
|
|
2018
Q2 | $3.7M | Sell |
258,088
-5,940
| -2% | -$80.2K | 0.01% | 325 |
|
|
2018
Q1 | $3.78M | Buy |
264,028
+95,268
| +56% | +$1.49M | 0.02% | 313 |
|
|
2017
Q4 | $2.67M | Sell |
168,760
-96,876
| -36% | -$1.45M | 0.01% | 391 |
|
|
2017
Q3 | $3.67M | Buy |
265,636
+17,432
| +7% | +$235K | 0.02% | 298 |
|
|
2017
Q2 | $3.08M | Buy |
248,204
+48,432
| +24% | +$583K | 0.02% | 320 |
|
|
2017
Q1 | $2.31M | Sell |
199,772
-6,612
| -3% | -$73.9K | 0.01% | 379 |
|
|
2016
Q4 | $2.29M | Buy |
206,384
+44,228
| +27% | +$506K | 0.01% | 367 |
|
|
2016
Q3 | $1.98M | Buy |
162,156
+5,952
| +4% | +$77.2K | 0.01% | 384 |
|
|
2016
Q2 | $2.09M | Sell |
156,204
-8,160
| -5% | -$98.4K | 0.02% | 323 |
|
|
2016
Q1 | $1.83M | Sell |
164,364
-7,188
| -4% | -$80K | 0.01% | 332 |
|
|
2015
Q4 | $2.13M | Buy |
171,552
+68,136
| +66% | +$822K | 0.02% | 297 |
|
|
2015
Q3 | $1.17M | Buy |
+103,416
| New | +$1.21M | 0.01% | 438 |
|
|
2015
Q2 | – | Sell |
-61,464
| Closed | -$709K | – | 2261 |
|
|
2015
Q1 | $709K | Buy |
61,464
+5,424
| +10% | +$56.8K | 0.01% | 593 |
|
|
2014
Q4 | $506K | Sell |
56,040
-3,228
| -5% | -$27.8K | 0.01% | 688 |
|
|
2014
Q3 | $453K | Buy |
59,268
+4,884
| +9% | +$32K | 0.01% | 698 |
|
|
2014
Q2 | $322K | Buy |
54,384
+1,140
| +2% | +$6.5K | ﹤0.01% | 809 |
|
|
2014
Q1 | $308K | Sell |
53,244
-14,184
| -21% | -$82.9K | ﹤0.01% | 808 |
|
|
2013
Q4 | $381K | Sell |
67,428
-65,844
| -49% | -$323K | 0.01% | 600 |
|
|
2013
Q3 | $580K | Buy |
133,272
+30,636
| +30% | +$151K | 0.01% | 407 |
|
|
2013
Q2 | $520K | Buy |
+102,636
| New | +$482K | 0.01% | 395 |
|
Other funds holding MNST
Creative Planning's MNST Position: Q2 2026 in Review
Creative Planning reduced its Monster Beverage (MNST) stake by 0.34% in Q2 2026, selling an estimated $69.9K and leaving 492,000 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #438.
Creative Planning first reported a position in MNST in Q2 2013 and has held it in 52 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.
- Creative Planning held 492,000 shares of Monster Beverage worth $23.6M as of Q2 2026.
- Creative Planning sold 1,664 Monster Beverage shares in Q2 2026, an estimated $69.9K.
- Monster Beverage made up 0.01% of Creative Planning's portfolio in Q2 2026, its #438 holding.
- Creative Planning first reported a position in Monster Beverage in Q2 2013 and has held it in 52 quarters since.
- 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.