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 Q3	$3.95K	Buy	95 +63	+197%	+$2.92K	﹤0.01%	597
2026 Q2	$1.54K	Sell	32 -94	-75%	-$3.95K	﹤0.01%	468
2026 Q1	$4.57K	Buy	+126	New	+$4.97K	﹤0.01%	397
2025 Q2	–	Sell	-10	Closed	-$293	–	474
2025 Q1	$293	Buy	+10	New	+$261	﹤0.01%	410
2024 Q2	–	Sell	-148	Closed	-$4.39K	–	375
2024 Q1	$4.39K	Buy	+148	New	+$4.25K	﹤0.01%	346
2022 Q2	–	Sell	-12	Closed	–	–	456
2022 Q1	$0	Buy	+12	New	+$252	﹤0.01%	459

Other funds holding MNST

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GoalVest Advisory's MNST Position: Q3 2026 in Review

GoalVest Advisory increased its Monster Beverage (MNST) stake by 197% in Q3 2026, buying an estimated $2.92K and bringing the position to 95 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

GoalVest Advisory first reported a position in MNST in Q1 2022 and has held it in 6 quarters since. The position peaked at $4.57K in Q1 2026. 47 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

GoalVest Advisory held 95 shares of Monster Beverage worth $3.95K as of Q3 2026.
GoalVest Advisory bought 63 Monster Beverage shares in Q3 2026, an estimated $2.92K.
Monster Beverage made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #597 holding.
GoalVest Advisory first reported a position in Monster Beverage in Q1 2022 and has held it in 6 quarters since.
GoalVest Advisory's Monster Beverage position peaked at $4.57K in Q1 2026.
47 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.