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Evelyn Partners Asset Management’s Monster Beverage MNST Stock Holding History

Evelyn Partners Asset 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 		$38.7K Hold
534
– – 0.01% 186
2025
Q4 		$40.9K Hold
534
– – 0.01% 163
2025
Q3 		$35.9K Hold
534
– – 0.01% 168
2025
Q2 		$33.5K Hold
534
– – 0.01% 151
2025
Q1 		$31.3K Hold
534
– – 0.01% 155
2024
Q4 		$28.1K Buy
+534
New +$28.3K 0.01% 166

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

Evelyn Partners Asset Management's MNST Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Monster Beverage (MNST) position steady in Q1 2026 at 534 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #186.

Evelyn Partners Asset Management first reported a position in MNST in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.9K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Evelyn Partners Asset Management held 534 shares of Monster Beverage worth $38.7K as of Q1 2026.
  • Evelyn Partners Asset Management left its Monster Beverage share count unchanged in Q1 2026.
  • Monster Beverage made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #186 holding.
  • Evelyn Partners Asset Management first reported a position in Monster Beverage in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Monster Beverage position peaked at $40.9K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.