Dakota Wealth Management’s Monster Beverage MNST Stock Holding History

Dakota Wealth Management’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	$1.72M	Buy	23,767 +9,060	+62%	+$714K	0.04%	311
2025 Q4	$1.13M	Buy	+14,707	New	+$1.05M	0.02%	379
2024 Q2	–	Sell	-41,091	Closed	-$2.44M	–	738
2024 Q1	$2.44M	Buy	41,091 +16,190	+65%	+$931K	0.06%	239
2023 Q4	$1.43M	Buy	24,901 +6,705	+37%	+$358K	0.06%	257
2023 Q3	$963K	Buy	+18,196	New	+$1.03M	0.04%	290

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

Dakota Wealth Management's MNST Position: Q1 2026 in Review

Dakota Wealth Management increased its Monster Beverage (MNST) stake by 62% in Q1 2026, buying an estimated $714K and bringing the position to 23,767 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #311.

Dakota Wealth Management first reported a position in MNST in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.44M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Dakota Wealth Management held 23,767 shares of Monster Beverage worth $1.72M as of Q1 2026.
Dakota Wealth Management bought 9,060 Monster Beverage shares in Q1 2026, an estimated $714K.
Monster Beverage made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #311 holding.
Dakota Wealth Management first reported a position in Monster Beverage in Q3 2023 and has held it in 5 quarters since.
Dakota Wealth Management's Monster Beverage position peaked at $2.44M in Q1 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.