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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
-3,186
Closed -$244K – 742
2025
Q4 		$244K Buy
+3,186
New +$228K ﹤0.01% 578
2025
Q3 		– Sell
-7,490
Closed -$469K – 675
2025
Q2 		$469K Buy
+7,490
New +$458K 0.01% 359
2022
Q4 		– Sell
-2,836
Closed -$123K – 835
2022
Q3 		$123K Sell
2,836
-1,056
-27% -$48.7K 0.01% 387
2022
Q2 		$180K Sell
3,892
-2,984
-43% -$130K 0.01% 324
2022
Q1 		$275K Buy
6,876
+150
+2% +$6.29K 0.01% 302
2021
Q4 		$323K Buy
6,726
+282
+4% +$12.5K 0.01% 297
2021
Q3 		$286K Buy
6,444
+476
+8% +$22.5K 0.01% 292
2021
Q2 		$273K Buy
5,968
+1,804
+43% +$84.7K 0.01% 305
2021
Q1 		$190K Buy
4,164
+3,966
+2,003% +$178K 0.01% 309
2020
Q4 		$9K Hold
198
– – ﹤0.01% 613
2020
Q3 		$8K Hold
198
– – ﹤0.01% 593
2020
Q2 		$7K Sell
198
-24
-11% -$784 ﹤0.01% 601
2020
Q1 		$6.25K Sell
222
-200
-47% -$6.43K ﹤0.01% 572
2019
Q4 		$13.4K Buy
422
+32
+8% +$940 ﹤0.01% 681
2019
Q3 		$11.3K Buy
+390
New +$11.8K ﹤0.01% 794

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 3,186 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. 1,236 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 3,186 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.
  • 1,236 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.