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EP Wealth Advisors’s Monster Beverage MNST Stock Holding History

EP Wealth Advisors’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 		$987K Sell
13,625
-237
-2% -$18.7K ﹤0.01% 648
2025
Q4 		$1.06M Buy
+13,862
New +$993K 0.01% 603
2025
Q2 		$256K Buy
+4,087
New +$250K ﹤0.01% 1109

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's MNST Position: Q1 2026 in Review

EP Wealth Advisors reduced its Monster Beverage (MNST) stake by 1.7% in Q1 2026, selling an estimated $18.7K and leaving 13,625 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

EP Wealth Advisors first reported a position in MNST in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • EP Wealth Advisors held 13,625 shares of Monster Beverage worth $987K as of Q1 2026.
  • EP Wealth Advisors sold 237 Monster Beverage shares in Q1 2026, an estimated $18.7K.
  • Monster Beverage made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #648 holding.
  • EP Wealth Advisors first reported a position in Monster Beverage in Q2 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Monster Beverage position peaked at $1.06M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.