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Fi3 Financial Advisors’s Monster Beverage MNST Stock Holding History

Fi3 Financial Advisors’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 		$241K Buy
+1,432
New +$60.2K 0.06% 205
2025
Q3 		– Sell
-8,966
Closed -$281K – 176
2025
Q2 		$281K Buy
+8,966
New +$274K 0.1% 101

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

Fi3 Financial Advisors's MNST Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Monster Beverage (MNST) in Q2 2026: 1,432 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #205 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in MNST as recently as Q2 2025.

Fi3 Financial Advisors first reported a position in MNST in Q2 2025 and has held it in 2 quarters since. The position peaked at $281K in Q2 2025. 1,370 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Fi3 Financial Advisors held 1,432 shares of Monster Beverage worth $241K as of Q2 2026.
  • Monster Beverage was a new Fi3 Financial Advisors position in Q2 2026.
  • Monster Beverage made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #205 holding.
  • Fi3 Financial Advisors first reported a position in Monster Beverage in Q2 2025 and has held it in 2 quarters since.
  • Fi3 Financial Advisors's Monster Beverage position peaked at $281K in Q2 2025.
  • 1,370 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.