Fortis Capital Advisors’s Monster Beverage MNST Stock Holding History

Fortis Capital 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 Q1	$425K	Sell	5,862 -10,117	-63%	-$798K	0.06%	253
2025 Q4	$1.23M	Buy	15,979 +4,240	+36%	+$304K	0.18%	93
2025 Q3	$790K	Buy	11,739 +894	+8%	+$55.8K	0.13%	144
2025 Q2	$679K	Buy	+10,845	New	+$663K	0.12%	131
2024 Q2	–	Sell	-12,369	Closed	-$733K	–	182
2024 Q1	$733K	Buy	12,369 +1,123	+10%	+$64.6K	0.31%	59
2023 Q4	$648K	Buy	+11,246	New	+$601K	0.35%	46

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Capital Advisors's MNST Position: Q1 2026 in Review

Fortis Capital Advisors reduced its Monster Beverage (MNST) stake by 63% in Q1 2026, selling an estimated $798K and leaving 5,862 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #253.

Fortis Capital Advisors first reported a position in MNST in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Fortis Capital Advisors held 5,862 shares of Monster Beverage worth $425K as of Q1 2026.
Fortis Capital Advisors sold 10,117 Monster Beverage shares in Q1 2026, an estimated $798K.
Monster Beverage made up 0.06% of Fortis Capital Advisors's portfolio in Q1 2026, its #253 holding.
Fortis Capital Advisors first reported a position in Monster Beverage in Q4 2023 and has held it in 6 quarters since.
Fortis Capital Advisors's Monster Beverage position peaked at $1.23M in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.