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GoalVest Advisory’s Monster Beverage MNST Stock Holding History

GoalVest Advisory’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 		$1.54K Sell
16
-47
-75% -$3.95K ﹤0.01% 468
2026
Q1 		$4.57K Buy
+63
New +$4.97K ﹤0.01% 397
2025
Q2 		– Sell
-5
Closed -$293 – 474
2025
Q1 		$293 Buy
+5
New +$261 ﹤0.01% 410
2024
Q2 		– Sell
-74
Closed -$4.39K – 375
2024
Q1 		$4.39K Buy
+74
New +$4.25K ﹤0.01% 346
2022
Q2 		– Sell
-6
Closed – – 456
2022
Q1 		$0 Buy
+6
New +$252 ﹤0.01% 459

Other funds holding MNST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GoalVest Advisory's MNST Position: Q2 2026 in Review

GoalVest Advisory reduced its Monster Beverage (MNST) stake by 75% in Q2 2026, selling an estimated $3.95K and leaving 16 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

GoalVest Advisory first reported a position in MNST in Q1 2022 and has held it in 5 quarters since. The position peaked at $4.57K in Q1 2026. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • GoalVest Advisory held 16 shares of Monster Beverage worth $1.54K as of Q2 2026.
  • GoalVest Advisory sold 47 Monster Beverage shares in Q2 2026, an estimated $3.95K.
  • Monster Beverage made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #468 holding.
  • GoalVest Advisory first reported a position in Monster Beverage in Q1 2022 and has held it in 5 quarters since.
  • GoalVest Advisory's Monster Beverage position peaked at $4.57K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.