Evercore Wealth Management’s Monster Beverage MNST Stock Holding History

Evercore 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	$231K	Buy	+4,800	New	+$202K	﹤0.01%	383
2018 Q1	–	Sell	-540	Closed	-$9K	–	628
2017 Q4	$9K	Hold	540	–	–	﹤0.01%	817
2017 Q3	$7K	Sell	540 -480	-47%	-$6.47K	﹤0.01%	815
2017 Q2	$13K	Hold	1,020	–	–	﹤0.01%	786
2017 Q1	$12K	Sell	1,020 -136	-12%	-$1.52K	﹤0.01%	812
2016 Q4	$13K	Sell	1,156 -200	-15%	-$2.29K	﹤0.01%	803
2016 Q3	$17K	Hold	1,356	–	–	﹤0.01%	797
2016 Q2	$18K	Buy	1,356 +336	+33%	+$4.05K	﹤0.01%	774
2016 Q1	$11K	Buy	1,020 +480	+89%	+$5.34K	﹤0.01%	798
2015 Q4	$7K	Hold	540	–	–	﹤0.01%	888
2015 Q3	$6K	Hold	540	–	–	﹤0.01%	875
2015 Q2	$6K	Hold	540	–	–	﹤0.01%	975
2015 Q1	$6K	Buy	+540	New	+$5.65K	﹤0.01%	918
2013 Q3	–	Sell	-127,200	Closed	-$645K	–	1003
2013 Q2	$645K	Buy	+127,200	New	+$597K	0.04%	250

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

Evercore Wealth Management's MNST Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in Monster Beverage (MNST) in Q2 2026: 4,800 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in MNST as recently as Q4 2017.

Evercore Wealth Management first reported a position in MNST in Q2 2013 and has held it in 14 quarters since. The position peaked at $645K in Q2 2013. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Evercore Wealth Management held 4,800 shares of Monster Beverage worth $231K as of Q2 2026.
Monster Beverage was a new Evercore Wealth Management position in Q2 2026.
Monster Beverage made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #383 holding.
Evercore Wealth Management first reported a position in Monster Beverage in Q2 2013 and has held it in 14 quarters since.
Evercore Wealth Management's Monster Beverage position peaked at $645K in Q2 2013.
1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.