GeoWealth Management’s Monster Beverage MNST Stock Holding History

GeoWealth 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
2026 Q1	$218K	Buy	3,015 +237	+9%	+$18.7K	0.01%	695
2025 Q4	$213K	Buy	+2,778	New	+$199K	0.01%	648
2025 Q3	–	Sell	-2,197	Closed	-$138K	–	1043
2025 Q2	$138K	Sell	2,197 -1,540	-41%	-$94.1K	0.01%	743
2025 Q1	$219K	Buy	3,737 +463	+14%	+$24.1K	0.01%	637
2024 Q4	$172K	Sell	3,274 -44	-1%	-$2.33K	0.01%	817
2024 Q3	$173K	Sell	3,318 -646	-16%	-$32K	0.01%	754
2024 Q2	$198K	Buy	+3,964	New	+$210K	0.01%	696

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

GeoWealth Management's MNST Position: Q1 2026 in Review

GeoWealth Management increased its Monster Beverage (MNST) stake by 8.5% in Q1 2026, buying an estimated $18.7K and bringing the position to 3,015 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #695.

GeoWealth Management first reported a position in MNST in Q2 2024 and has held it in 7 quarters since. The position peaked at $219K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

GeoWealth Management held 3,015 shares of Monster Beverage worth $218K as of Q1 2026.
GeoWealth Management bought 237 Monster Beverage shares in Q1 2026, an estimated $18.7K.
Monster Beverage made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #695 holding.
GeoWealth Management first reported a position in Monster Beverage in Q2 2024 and has held it in 7 quarters since.
GeoWealth Management's Monster Beverage position peaked at $219K in Q1 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.