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FMFE Wealth Management’s Monster Beverage MNST Stock Holding History

FMFE 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
2024
Q2 		$300K Hold
6,000
– – 0.28% 14
2024
Q1 		$356K Hold
6,000
– – 0.33% 13
2023
Q4 		$346K Buy
+6,000
New +$321K 0.34% 12

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FMFE Wealth Management's MNST Position: Q2 2024 in Review

FMFE Wealth Management held its Monster Beverage (MNST) position steady in Q2 2024 at 6,000 shares worth $300K. The position accounts for 0.28% of the portfolio, ranked #14.

FMFE Wealth Management first reported a position in MNST in Q4 2023 and has held it in 3 quarters since. The position peaked at $356K in Q1 2024. 930 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

  • FMFE Wealth Management held 6,000 shares of Monster Beverage worth $300K as of Q2 2024.
  • FMFE Wealth Management left its Monster Beverage share count unchanged in Q2 2024.
  • Monster Beverage made up 0.28% of FMFE Wealth Management's portfolio in Q2 2024, its #14 holding.
  • FMFE Wealth Management first reported a position in Monster Beverage in Q4 2023 and has held it in 3 quarters since.
  • FMFE Wealth Management's Monster Beverage position peaked at $356K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.