Creative Planning
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Creative Planning’s Monster Beverage MNST Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-1,000
Closed -$1K – 2133
2018
Q1 		$1K Buy
+1,000
New +$31.2K ﹤0.01% 2022
2016
Q4 		– Sell
-12,000
Closed -$23K – 4750
2016
Q3 		$23K Buy
+12,000
New +$311K ﹤0.01% 2966
2015
Q2 		– Sell
-3,600
Closed -$3K – 2260
2015
Q1 		$3K Buy
+3,600
New +$75.3K ﹤0.01% 3754
2014
Q4 		– Sell
-3,000
Closed -$2K – 4274
2014
Q3 		$2K Buy
+3,000
New +$39.4K ﹤0.01% 3676

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

Creative Planning's MNST Position: Q1 2026 in Review

Creative Planning increased its Monster Beverage (MNST) stake by 25% in Q1 2026, buying an estimated $3.84M and bringing the position to 246,832 shares worth $17.9M. The position accounts for 0.01% of the portfolio, ranked #487.

Creative Planning first reported a position in MNST in Q2 2013 and has held it in 51 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Creative Planning held 246,832 shares of Monster Beverage worth $17.9M as of Q1 2026.
  • Creative Planning bought 48,758 Monster Beverage shares in Q1 2026, an estimated $3.84M.
  • Monster Beverage made up 0.01% of Creative Planning's portfolio in Q1 2026, its #487 holding.
  • Creative Planning first reported a position in Monster Beverage in Q2 2013 and has held it in 51 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.