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Institute for Wealth Management’s Monster Beverage MNST Stock Holding History

Institute for Wealth Management’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 		$310K Buy
4,282
+246
+6% +$19.4K 0.03% 414
2025
Q4 		$309K Buy
4,036
+2
+0% +$143 0.03% 425
2025
Q3 		$272K Buy
4,034
+22
+0.5% +$1.37K 0.03% 477
2025
Q2 		$251K Hold
4,012
– – 0.03% 483
2025
Q1 		$235K Hold
4,012
– – 0.03% 476
2024
Q4 		$211K Hold
4,012
– – 0.03% 475
2024
Q3 		$209K Sell
4,012
-150
-4% -$7.43K 0.03% 515
2024
Q2 		$208K Hold
4,162
– – 0.03% 469
2024
Q1 		$247K Hold
4,162
– – 0.03% 434
2023
Q4 		$240K Sell
4,162
-70
-2% -$3.74K 0.04% 422
2023
Q3 		$224K Sell
4,232
-40
-0.9% -$2.27K 0.04% 410
2023
Q2 		$245K Hold
4,272
– – 0.04% 407
2023
Q1 		$231K Hold
4,272
– – 0.04% 406
2022
Q4 		$217K Buy
+4,272
New +$207K 0.05% 407
2022
Q3 		– Sell
-4,436
Closed -$206K – 492
2022
Q2 		$206K Buy
+4,436
New +$193K 0.04% 485
2022
Q1 		– Sell
-4,436
Closed -$213K – 557
2021
Q4 		$213K Buy
+4,436
New +$197K 0.03% 461
2021
Q3 		– Sell
-4,436
Closed -$203K – 495
2021
Q2 		$203K Hold
4,436
– – 0.04% 463
2021
Q1 		$202K Sell
4,436
-210
-5% -$9.41K 0.04% 449
2020
Q4 		$215K Sell
4,646
-2,176
-32% -$91.4K 0.04% 413
2020
Q3 		$274K Buy
6,822
+194
+3% +$7.66K 0.06% 335
2020
Q2 		$230K Buy
+6,628
New +$216K 0.06% 370
2020
Q1 		– Sell
-6,628
Closed -$211K – 573
2019
Q4 		$211K Buy
+6,628
New +$195K 0.05% 411
2019
Q3 		– Sell
-6,628
Closed -$212K – 455
2019
Q2 		$212K Buy
+6,628
New +$200K 0.05% 424

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

Institute for Wealth Management's MNST Position: Q1 2026 in Review

Institute for Wealth Management increased its Monster Beverage (MNST) stake by 6.1% in Q1 2026, buying an estimated $19.4K and bringing the position to 4,282 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #414.

Institute for Wealth Management first reported a position in MNST in Q2 2019 and has held it in 23 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Institute for Wealth Management held 4,282 shares of Monster Beverage worth $310K as of Q1 2026.
  • Institute for Wealth Management bought 246 Monster Beverage shares in Q1 2026, an estimated $19.4K.
  • Monster Beverage made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #414 holding.
  • Institute for Wealth Management first reported a position in Monster Beverage in Q2 2019 and has held it in 23 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.