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 Q1	$1.83M	Buy	25,251 +3,485	+16%	+$275K	0.02%	586
2025 Q4	$1.67M	Buy	21,766 +10,974	+102%	+$786K	0.04%	342
2025 Q3	$726K	Sell	10,792 -7,578	-41%	-$473K	0.02%	523
2025 Q2	$1.15M	Buy	18,370 +13,501	+277%	+$825K	0.03%	382
2025 Q1	$285K	Sell	4,869 -1,543	-24%	-$80.4K	0.01%	666
2024 Q4	$337K	Buy	6,412 +2,480	+63%	+$131K	﹤0.01%	1089
2024 Q3	$205K	Sell	3,932 -1,465	-27%	-$72.6K	0.01%	656
2024 Q2	$270K	Sell	5,397 -190	-3%	-$10.1K	0.01%	596
2024 Q1	$331K	Buy	5,587 +542	+11%	+$31.2K	0.01%	548
2023 Q4	$291K	Buy	+5,045	New	+$270K	0.01%	555

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's MNST Position: Q1 2026 in Review

Independent Advisor Alliance increased its Monster Beverage (MNST) stake by 16% in Q1 2026, buying an estimated $275K and bringing the position to 25,251 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #586.

Independent Advisor Alliance first reported a position in MNST in Q4 2023 and has held it in 10 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Independent Advisor Alliance held 25,251 shares of Monster Beverage worth $1.83M as of Q1 2026.
Independent Advisor Alliance bought 3,485 Monster Beverage shares in Q1 2026, an estimated $275K.
Monster Beverage made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #586 holding.
Independent Advisor Alliance first reported a position in Monster Beverage in Q4 2023 and has held it in 10 quarters since.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.