Dogwood Wealth Management’s Monster Beverage MNST Stock Holding History

Dogwood 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 Q2	$15.7K	Buy	163 +58	+55%	+$4.87K	0.01%	295
2026 Q1	$7.61K	Buy	105 +10	+11%	+$788	﹤0.01%	393
2025 Q4	$7.28K	Sell	95 -4	-4%	-$287	﹤0.01%	352
2025 Q3	$6.66K	Buy	99 +8	+9%	+$499	﹤0.01%	343
2025 Q2	$5.61K	Buy	91 +80	+727%	+$4.89K	﹤0.01%	409
2025 Q1	$644	Sell	11 -13,312	-100%	-$694K	﹤0.01%	444
2024 Q4	$700K	Buy	13,323 +233	+2%	+$12.3K	0.37%	49
2024 Q3	$683K	Buy	13,090 +1,983	+18%	+$98.2K	0.39%	41
2024 Q2	$555K	Buy	11,107 +2,413	+28%	+$128K	0.34%	49
2024 Q1	$515K	Buy	8,694 +1,217	+16%	+$70K	0.35%	46
2023 Q4	$431K	Buy	+7,477	New	+$400K	0.34%	51

Other funds holding MNST

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dogwood Wealth Management's MNST Position: Q2 2026 in Review

Dogwood Wealth Management increased its Monster Beverage (MNST) stake by 55% in Q2 2026, buying an estimated $4.87K and bringing the position to 163 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #295.

Dogwood Wealth Management first reported a position in MNST in Q4 2023 and has held it in 11 quarters since. The position peaked at $700K in Q4 2024. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Dogwood Wealth Management held 163 shares of Monster Beverage worth $15.7K as of Q2 2026.
Dogwood Wealth Management bought 58 Monster Beverage shares in Q2 2026, an estimated $4.87K.
Monster Beverage made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #295 holding.
Dogwood Wealth Management first reported a position in Monster Beverage in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Monster Beverage position peaked at $700K in Q4 2024.
358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.