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Evolve Private Wealth’s Monster Beverage MNST Stock Holding History

Evolve Private 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
Q2 		$663K Sell
13,800
-4,692
-25% -$197K 0.04% 414
2026
Q1 		$670K Buy
18,492
+1,210
+7% +$47.7K 0.04% 452
2025
Q4 		$663K Buy
+17,282
New +$619K 0.04% 419

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Evolve Private Wealth's MNST Position: Q2 2026 in Review

Evolve Private Wealth reduced its Monster Beverage (MNST) stake by 25% in Q2 2026, selling an estimated $197K and leaving 13,800 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #414.

Evolve Private Wealth first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. The position peaked at $670K in Q1 2026. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Evolve Private Wealth held 13,800 shares of Monster Beverage worth $663K as of Q2 2026.
  • Evolve Private Wealth sold 4,692 Monster Beverage shares in Q2 2026, an estimated $197K.
  • Monster Beverage made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #414 holding.
  • Evolve Private Wealth first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Monster Beverage position peaked at $670K in Q1 2026.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.