Crestwood Advisors Group’s Monster Beverage MNST Stock Holding History

Crestwood Advisors Group’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
2026 Q1	$793K	Buy	10,950 +210	+2%	+$16.6K	0.01%	333
2025 Q4	$823K	Buy	10,740 +4,458	+71%	+$319K	0.01%	308
2025 Q3	$423K	Buy	6,282 +1,163	+23%	+$72.6K	0.01%	393
2025 Q2	$321K	Sell	5,119 -749	-13%	-$45.8K	0.01%	429
2025 Q1	$343K	Buy	5,868 +1,235	+27%	+$64.4K	0.01%	397
2024 Q4	$244K	Buy	+4,633	New	+$246K	﹤0.01%	421

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crestwood Advisors Group's MNST Position: Q1 2026 in Review

Crestwood Advisors Group increased its Monster Beverage (MNST) stake by 2% in Q1 2026, buying an estimated $16.6K and bringing the position to 10,950 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #333.

Crestwood Advisors Group first reported a position in MNST in Q4 2024 and has held it in 6 quarters since. The position peaked at $823K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Crestwood Advisors Group held 10,950 shares of Monster Beverage worth $793K as of Q1 2026.
Crestwood Advisors Group bought 210 Monster Beverage shares in Q1 2026, an estimated $16.6K.
Monster Beverage made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #333 holding.
Crestwood Advisors Group first reported a position in Monster Beverage in Q4 2024 and has held it in 6 quarters since.
Crestwood Advisors Group's Monster Beverage position peaked at $823K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.