Grey Fox Wealth Advisors
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Grey Fox Wealth Advisors’s Monster Beverage MNST Stock Holding History

Grey Fox Wealth 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
Q3 		$241K Sell
5,786
-1,934
-25% -$89.5K 0.04% 160
2026
Q2 		$371K Buy
+7,720
New +$324K 0.06% 119
2023
Q2 		– Sell
-112
Closed -$3.02K – 365
2023
Q1 		$3.02K Buy
+112
New +$2.87K ﹤0.01% 387

Other funds holding MNST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Grey Fox Wealth Advisors's MNST Position: Q3 2026 in Review

Grey Fox Wealth Advisors reduced its Monster Beverage (MNST) stake by 25% in Q3 2026, selling an estimated $89.5K and leaving 5,786 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #160.

Grey Fox Wealth Advisors first reported a position in MNST in Q1 2023 and has held it in 3 quarters since. The position peaked at $371K in Q2 2026. 823 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Grey Fox Wealth Advisors held 5,786 shares of Monster Beverage worth $241K as of Q3 2026.
  • Grey Fox Wealth Advisors sold 1,934 Monster Beverage shares in Q3 2026, an estimated $89.5K.
  • Monster Beverage made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q3 2026, its #160 holding.
  • Grey Fox Wealth Advisors first reported a position in Monster Beverage in Q1 2023 and has held it in 3 quarters since.
  • Grey Fox Wealth Advisors's Monster Beverage position peaked at $371K in Q2 2026.
  • 823 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.