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Evoke Wealth’s Monster Beverage MNST Stock Holding History

Evoke Wealth’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 		– Sell
-6,372
Closed -$244K – 742
2025
Q4 		$244K Buy
+6,372
New +$228K ﹤0.01% 578
2025
Q3 		– Sell
-14,980
Closed -$469K – 675
2025
Q2 		$469K Buy
+14,980
New +$458K 0.01% 359
2022
Q4 		– Sell
-5,672
Closed -$123K – 835
2022
Q3 		$123K Sell
5,672
-2,112
-27% -$48.7K 0.01% 387
2022
Q2 		$180K Sell
7,784
-5,968
-43% -$130K 0.01% 324
2022
Q1 		$275K Buy
13,752
+300
+2% +$6.29K 0.01% 302
2021
Q4 		$323K Buy
13,452
+564
+4% +$12.5K 0.01% 297
2021
Q3 		$286K Buy
12,888
+952
+8% +$22.5K 0.01% 292
2021
Q2 		$273K Buy
11,936
+3,608
+43% +$84.7K 0.01% 305
2021
Q1 		$190K Buy
8,328
+7,932
+2,003% +$178K 0.01% 309
2020
Q4 		$9K Hold
396
– – ﹤0.01% 613
2020
Q3 		$8K Hold
396
– – ﹤0.01% 593
2020
Q2 		$7K Sell
396
-48
-11% -$784 ﹤0.01% 601
2020
Q1 		$6.25K Sell
444
-400
-47% -$6.43K ﹤0.01% 572
2019
Q4 		$13.4K Buy
844
+64
+8% +$940 ﹤0.01% 681
2019
Q3 		$11.3K Buy
+780
New +$11.8K ﹤0.01% 794

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evoke Wealth's MNST Position: Q1 2026 in Review

Evoke Wealth sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 6,372 shares — an estimated $244K sold.

Evoke Wealth first reported a position in MNST in Q3 2019 and held it in 15 quarters. The position peaked at $469K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Evoke Wealth reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,372 Monster Beverage shares in Q1 2026, an estimated $244K.
  • Evoke Wealth first reported a position in Monster Beverage in Q3 2019 and held it in 15 quarters.
  • Evoke Wealth's Monster Beverage position peaked at $469K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.