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HBK Sorce Advisory’s Monster Beverage MNST Stock Holding History

HBK Sorce 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
Q1 		$709K Buy
8,214
+208
+3% +$16.4K 0.01% 309
2025
Q4 		$661K Buy
8,006
+88
+1% +$6.3K 0.02% 314
2025
Q3 		$544K Sell
7,918
-3,637
-31% -$227K 0.01% 343
2025
Q2 		$724K Sell
11,555
-900
-7% -$55K 0.02% 281
2025
Q1 		$729K Sell
12,455
-105
-0.8% -$5.47K 0.02% 270
2024
Q4 		$660K Buy
12,560
+82
+0.7% +$4.35K 0.02% 286
2024
Q3 		$651K Sell
12,478
-263
-2% -$13K 0.02% 280
2024
Q2 		$636K Buy
12,741
+1,935
+18% +$103K 0.02% 288
2024
Q1 		$641K Buy
10,806
+26
+0.2% +$1.5K 0.02% 287
2023
Q4 		$621K Buy
10,780
+333
+3% +$17.8K 0.02% 279
2023
Q3 		$553K Sell
10,447
-226
-2% -$12.8K 0.02% 291
2023
Q2 		$613K Buy
10,673
+25
+0.2% +$1.42K 0.03% 284
2023
Q1 		$575K Sell
10,648
-10,452
-50% -$536K 0.03% 299
2022
Q4 		$1.07M Buy
21,100
+10,534
+100% +$510K 0.03% 275
2022
Q3 		$459K Buy
10,566
+6,000
+131% +$276K 0.03% 282
2022
Q2 		$212K Sell
4,566
-5,856
-56% -$255K 0.02% 412
2022
Q1 		$416K Sell
10,422
-10
-0.1% -$419 0.02% 330
2021
Q4 		$501K Sell
10,432
-4
-0% -$178 0.03% 329
2021
Q3 		$464K Hold
10,436
– – 0.03% 332
2021
Q2 		$477K Sell
10,436
-190
-2% -$8.92K 0.03% 330
2021
Q1 		$484K Buy
10,626
+180
+2% +$8.06K 0.03% 306
2020
Q4 		$483K Sell
10,446
-16
-0.2% -$672 0.03% 277
2020
Q3 		$420K Sell
10,462
-10
-0.1% -$395 0.03% 287
2020
Q2 		$363K Buy
10,472
+74
+0.7% +$2.42K 0.03% 301
2020
Q1 		$292K Buy
10,398
+142
+1% +$4.56K 0.03% 296
2019
Q4 		$326K Buy
10,256
+290
+3% +$8.52K 0.03% 330
2019
Q3 		$289K Buy
9,966
+10
+0.1% +$303 0.03% 333
2019
Q2 		$318K Hold
9,956
– – 0.03% 318
2019
Q1 		$272K Buy
+9,956
New +$284K 0.03% 353

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBK Sorce Advisory's MNST Position: Q1 2026 in Review

HBK Sorce Advisory increased its Monster Beverage (MNST) stake by 2.6% in Q1 2026, buying an estimated $16.4K and bringing the position to 8,214 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #309.

HBK Sorce Advisory first reported a position in MNST in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.07M in Q4 2022. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • HBK Sorce Advisory held 8,214 shares of Monster Beverage worth $709K as of Q1 2026.
  • HBK Sorce Advisory bought 208 Monster Beverage shares in Q1 2026, an estimated $16.4K.
  • Monster Beverage made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #309 holding.
  • HBK Sorce Advisory first reported a position in Monster Beverage in Q1 2019 and has held it in 29 quarters since.
  • HBK Sorce Advisory's Monster Beverage position peaked at $1.07M in Q4 2022.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.