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	326 +116	+55%	+$4.87K	0.01%	295
2026 Q1	$7.61K	Buy	210 +20	+11%	+$788	﹤0.01%	393
2025 Q4	$7.28K	Sell	190 -8	-4%	-$287	﹤0.01%	352
2025 Q3	$6.66K	Buy	198 +16	+9%	+$499	﹤0.01%	343
2025 Q2	$5.61K	Buy	182 +160	+727%	+$4.89K	﹤0.01%	409
2025 Q1	$644	Sell	22 -26,624	-100%	-$694K	﹤0.01%	444
2024 Q4	$700K	Buy	26,646 +466	+2%	+$12.4K	0.37%	49
2024 Q3	$683K	Buy	26,180 +3,966	+18%	+$98.3K	0.39%	41
2024 Q2	$555K	Buy	22,214 +4,826	+28%	+$128K	0.34%	49
2024 Q1	$515K	Buy	17,388 +2,434	+16%	+$70K	0.35%	46
2023 Q4	$431K	Buy	+14,954	New	+$400K	0.34%	51

Other funds holding MNST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 326 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. 1,371 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Dogwood Wealth Management held 326 shares of Monster Beverage worth $15.7K as of Q2 2026.
Dogwood Wealth Management bought 116 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.
1,371 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.