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
Q1 		$1.21M Buy
15,713
+289
+2% +$22.8K 0.08% 152
2025
Q4 		$1.18M Buy
15,424
+1,120
+8% +$80.2K 0.08% 159
2025
Q3 		$963K Buy
14,304
+6,002
+72% +$375K 0.07% 183
2025
Q2 		$520K Buy
8,302
+1,252
+18% +$76.5K 0.04% 242
2025
Q1 		$413K Buy
7,050
+751
+12% +$39.1K 0.03% 237
2024
Q4 		$331K Sell
6,299
-95
-1% -$5.04K 0.03% 283
2024
Q3 		$334K Buy
6,394
+429
+7% +$21.3K 0.03% 276
2024
Q2 		$307K Buy
5,965
+443
+8% +$23.5K 0.03% 279
2024
Q1 		$327K Buy
5,522
+857
+18% +$49.3K 0.03% 267
2023
Q4 		$269K Buy
+4,665
New +$249K 0.03% 279
2022
Q4 		$236K Sell
4,648
-498
-10% -$24.1K 0.03% 285
2022
Q3 		$224K Buy
+5,146
New +$237K 0.03% 279

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

Icon Wealth Advisors's MNST Position: Q1 2026 in Review

Icon Wealth Advisors increased its Monster Beverage (MNST) stake by 1.9% in Q1 2026, buying an estimated $22.8K and bringing the position to 15,713 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #152.

Icon Wealth Advisors first reported a position in MNST in Q3 2022 and has held it in 12 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Icon Wealth Advisors held 15,713 shares of Monster Beverage worth $1.21M as of Q1 2026.
  • Icon Wealth Advisors bought 289 Monster Beverage shares in Q1 2026, an estimated $22.8K.
  • Monster Beverage made up 0.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • Icon Wealth Advisors first reported a position in Monster Beverage in Q3 2022 and has held it in 12 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.