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

Evelyn Partners Investment 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
2025
Q2 		– Sell
-430
Closed -$25.2K – 431
2025
Q1 		$25.2K Hold
430
– – ﹤0.01% 318
2024
Q4 		$22.6K Buy
+430
New +$22.8K ﹤0.01% 317

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AllianceBernstein
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Loomis, Sayles & Company
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evelyn Partners Investment Management's MNST Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Monster Beverage (MNST) in Q2 2025, closing a stake of 430 shares — an estimated $25.2K sold.

Evelyn Partners Investment Management first reported a position in MNST in Q4 2024 and held it in 2 quarters. The position peaked at $25.2K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MNST as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Monster Beverage position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 430 Monster Beverage shares in Q2 2025, an estimated $25.2K.
  • Evelyn Partners Investment Management first reported a position in Monster Beverage in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Monster Beverage position peaked at $25.2K in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.