Evermay Wealth Management
MNST icon

Evermay Wealth Management’s Monster Beverage MNST Stock Holding History

Evermay 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
Q3 		$820K Sell
19,712
-2,776
-12% -$129K 0.08% 98
2026
Q2 		$1.08M Buy
22,488
+4,680
+26% +$197K 0.11% 86
2026
Q1 		$645K Sell
17,808
-348
-2% -$13.7K 0.07% 112
2025
Q4 		$696K Buy
+18,156
New +$650K 0.08% 108
2024
Q1 		– Sell
-12
Closed -$346 – 689
2023
Q4 		$346 Buy
+12
New +$321 ﹤0.01% 632
2021
Q3 		– Sell
-120
Closed -$3K – 502
2021
Q2 		$3K Buy
+120
New +$2.82K ﹤0.01% 471

Other funds holding MNST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Evermay Wealth Management's MNST Position: Q3 2026 in Review

Evermay Wealth Management reduced its Monster Beverage (MNST) stake by 12% in Q3 2026, selling an estimated $129K and leaving 19,712 shares worth $820K. The position accounts for 0.08% of the portfolio, ranked #98.

Evermay Wealth Management first reported a position in MNST in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2026. 1,116 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Evermay Wealth Management held 19,712 shares of Monster Beverage worth $820K as of Q3 2026.
  • Evermay Wealth Management sold 2,776 Monster Beverage shares in Q3 2026, an estimated $129K.
  • Monster Beverage made up 0.08% of Evermay Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Evermay Wealth Management first reported a position in Monster Beverage in Q2 2021 and has held it in 6 quarters since.
  • Evermay Wealth Management's Monster Beverage position peaked at $1.08M in Q2 2026.
  • 1,116 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.