Elk River Wealth Management’s Monster Beverage MNST Stock Holding History

Elk River 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	$5.61M	Sell	77,396 -531	-0.7%	-$41.9K	0.93%	31
2025 Q4	$5.97M	Sell	77,927 -4,355	-5%	-$312K	0.96%	29
2025 Q3	$5.54M	Sell	82,282 -407	-0.5%	-$25.4K	0.89%	32
2025 Q2	$5.18M	Sell	82,689 -105	-0.1%	-$6.42K	0.89%	32
2025 Q1	$4.85M	Sell	82,794 -1,771	-2%	-$92.3K	0.91%	35
2024 Q4	$4.44M	Buy	84,565 +58,049	+219%	+$3.08M	0.8%	38
2024 Q3	$1.38M	Sell	26,516 -63,942	-71%	-$3.17M	0.25%	48
2024 Q2	$4.52M	Buy	90,458 +30,582	+51%	+$1.62M	0.88%	37
2024 Q1	$3.55M	Sell	59,876 -2,856	-5%	-$164K	0.72%	43
2023 Q4	$3.61M	Buy	62,732 +2,225	+4%	+$119K	0.69%	42
2023 Q3	$3.2M	Buy	60,507 +3,232	+6%	+$184K	0.71%	40
2023 Q2	$3.29M	Buy	+57,275	New	+$3.26M	0.7%	40

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

Elk River Wealth Management's MNST Position: Q1 2026 in Review

Elk River Wealth Management reduced its Monster Beverage (MNST) stake by 0.68% in Q1 2026, selling an estimated $41.9K and leaving 77,396 shares worth $5.61M. The position accounts for 0.93% of the portfolio, ranked #31.

Elk River Wealth Management first reported a position in MNST in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.97M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Elk River Wealth Management held 77,396 shares of Monster Beverage worth $5.61M as of Q1 2026.
Elk River Wealth Management sold 531 Monster Beverage shares in Q1 2026, an estimated $41.9K.
Monster Beverage made up 0.93% of Elk River Wealth Management's portfolio in Q1 2026, its #31 holding.
Elk River Wealth Management first reported a position in Monster Beverage in Q2 2023 and has held it in 12 quarters since.
Elk River Wealth Management's Monster Beverage position peaked at $5.97M in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.