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
-2,000
Closed -$1K – 2133
2018
Q1 		$1K Buy
+2,000
New +$31.2K ﹤0.01% 2022
2016
Q4 		– Sell
-24,000
Closed -$23K – 4750
2016
Q3 		$23K Buy
+24,000
New +$311K ﹤0.01% 2966
2015
Q2 		– Sell
-7,200
Closed -$3K – 2260
2015
Q1 		$3K Buy
+7,200
New +$75.3K ﹤0.01% 3754
2014
Q4 		– Sell
-6,000
Closed -$2K – 4274
2014
Q3 		$2K Buy
+6,000
New +$39.4K ﹤0.01% 3676

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 $3.37T AUM 44.26% 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

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.