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 Q1	$645K	Sell	8,904 -174	-2%	-$13.7K	0.07%	112
2025 Q4	$696K	Buy	+9,078	New	+$650K	0.08%	108
2024 Q1	–	Sell	-6	Closed	-$346	–	689
2023 Q4	$346	Buy	+6	New	+$321	﹤0.01%	632
2021 Q3	–	Sell	-60	Closed	-$3K	–	502
2021 Q2	$3K	Buy	+60	New	+$2.81K	﹤0.01%	471

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's MNST Position: Q1 2026 in Review

Evermay Wealth Management reduced its Monster Beverage (MNST) stake by 1.9% in Q1 2026, selling an estimated $13.7K and leaving 8,904 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #112.

Evermay Wealth Management first reported a position in MNST in Q2 2021 and has held it in 4 quarters since. The position peaked at $696K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Evermay Wealth Management held 8,904 shares of Monster Beverage worth $645K as of Q1 2026.
Evermay Wealth Management sold 174 Monster Beverage shares in Q1 2026, an estimated $13.7K.
Monster Beverage made up 0.07% of Evermay Wealth Management's portfolio in Q1 2026, its #112 holding.
Evermay Wealth Management first reported a position in Monster Beverage in Q2 2021 and has held it in 4 quarters since.
Evermay Wealth Management's Monster Beverage position peaked at $696K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.