IWA
MNST icon

Icon Wealth Advisors’s Monster Beverage MNST Stock Holding History

Icon 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
Q2 		$955K Sell
19,864
-11,562
-37% -$486K 0.06% 193
2026
Q1 		$1.21M Buy
31,426
+578
+2% +$22.8K 0.08% 152
2025
Q4 		$1.18M Buy
30,848
+2,240
+8% +$80.3K 0.08% 159
2025
Q3 		$963K Buy
28,608
+12,004
+72% +$375K 0.07% 183
2025
Q2 		$520K Buy
16,604
+2,504
+18% +$76.5K 0.04% 242
2025
Q1 		$413K Buy
14,100
+1,502
+12% +$39.1K 0.03% 237
2024
Q4 		$331K Sell
12,598
-190
-1% -$5.04K 0.03% 283
2024
Q3 		$334K Buy
12,788
+858
+7% +$21.3K 0.03% 276
2024
Q2 		$307K Buy
11,930
+886
+8% +$23.5K 0.03% 279
2024
Q1 		$327K Buy
11,044
+1,714
+18% +$49.3K 0.03% 267
2023
Q4 		$269K Buy
+9,330
New +$249K 0.03% 279
2022
Q4 		$236K Sell
9,296
-996
-10% -$24.1K 0.03% 285
2022
Q3 		$224K Buy
+10,292
New +$237K 0.03% 279

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Icon Wealth Advisors's MNST Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Monster Beverage (MNST) stake by 37% in Q2 2026, selling an estimated $486K and leaving 19,864 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #193.

Icon Wealth Advisors first reported a position in MNST in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q1 2026. 1,371 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Icon Wealth Advisors held 19,864 shares of Monster Beverage worth $955K as of Q2 2026.
  • Icon Wealth Advisors sold 11,562 Monster Beverage shares in Q2 2026, an estimated $486K.
  • Monster Beverage made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Icon Wealth Advisors first reported a position in Monster Beverage in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Monster Beverage position peaked at $1.21M in Q1 2026.
  • 1,371 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.