Independent Advisor Alliance’s Monster Beverage MNST Stock Holding History

Independent Advisor Alliance’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	$1.33M	Sell	27,700 -22,802	-45%	-$958K	0.03%	386
2026 Q1	$1.83M	Buy	50,502 +6,970	+16%	+$275K	0.02%	586
2025 Q4	$1.67M	Buy	43,532 +21,948	+102%	+$786K	0.04%	342
2025 Q3	$726K	Sell	21,584 -15,156	-41%	-$473K	0.02%	523
2025 Q2	$1.15M	Buy	36,740 +27,002	+277%	+$825K	0.03%	382
2025 Q1	$285K	Sell	9,738 -3,086	-24%	-$80.4K	0.01%	666
2024 Q4	$337K	Buy	12,824 +4,960	+63%	+$131K	﹤0.01%	1089
2024 Q3	$205K	Sell	7,864 -2,930	-27%	-$72.6K	0.01%	656
2024 Q2	$270K	Sell	10,794 -380	-3%	-$10.1K	0.01%	596
2024 Q1	$331K	Buy	11,174 +1,084	+11%	+$31.2K	0.01%	548
2023 Q4	$291K	Buy	+10,090	New	+$270K	0.01%	555

Other funds holding MNST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's MNST Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Monster Beverage (MNST) stake by 45% in Q2 2026, selling an estimated $958K and leaving 27,700 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #386.

Independent Advisor Alliance first reported a position in MNST in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2026. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Independent Advisor Alliance held 27,700 shares of Monster Beverage worth $1.33M as of Q2 2026.
Independent Advisor Alliance sold 22,802 Monster Beverage shares in Q2 2026, an estimated $958K.
Monster Beverage made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #386 holding.
Independent Advisor Alliance first reported a position in Monster Beverage in Q4 2023 and has held it in 11 quarters since.
Independent Advisor Alliance's Monster Beverage position peaked at $1.83M in Q1 2026.
1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.