IFAM
MNST icon

Institutional & Family Asset Management’s Monster Beverage MNST Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$30.3K Sell
1,212
-32
-3% -$848 ﹤0.01% 295
2024
Q1 		$36.9K Sell
1,244
-6
-0.5% -$172 0.01% 268
2023
Q4 		$36K Hold
1,250
– – 0.01% 259
2023
Q3 		$33.1K Sell
1,250
-266
-18% -$7.56K 0.01% 255
2023
Q2 		$43.5K Sell
1,516
-176
-10% -$5K 0.01% 234
2023
Q1 		$45.7K Sell
1,692
-164
-9% -$4.21K 0.01% 226
2022
Q4 		$47.1K Buy
1,856
+52
+3% +$1.26K 0.01% 227
2022
Q3 		$39K Hold
1,804
– – 0.01% 242
2022
Q2 		$42K Buy
1,804
+20
+1% +$435 0.01% 236
2022
Q1 		$36K Buy
1,784
+100
+6% +$2.1K 0.01% 282
2021
Q4 		$40K Buy
1,684
+76
+5% +$1.69K 0.01% 289
2021
Q3 		$36K Hold
1,608
– – 0.01% 374
2021
Q2 		$37K Sell
1,608
-16
-1% -$375 0.01% 385
2021
Q1 		$37K Hold
1,624
– – 0.01% 407
2020
Q4 		$38K Hold
1,624
– – 0.01% 366
2020
Q3 		$33K Hold
1,624
– – 0.01% 334
2020
Q2 		$28K Buy
1,624
+260
+19% +$4.25K 0.01% 364
2020
Q1 		$19K Buy
+1,364
New +$21.9K ﹤0.01% 377

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Institutional & Family Asset Management's MNST Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Monster Beverage (MNST) stake by 2.6% in Q2 2024, selling an estimated $848 and leaving 1,212 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Institutional & Family Asset Management first reported a position in MNST in Q1 2020 and has held it in 18 quarters since. The position peaked at $47.1K in Q4 2022. 931 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

  • Institutional & Family Asset Management held 1,212 shares of Monster Beverage worth $30.3K as of Q2 2024.
  • Institutional & Family Asset Management sold 32 Monster Beverage shares in Q2 2024, an estimated $848.
  • Monster Beverage made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #295 holding.
  • Institutional & Family Asset Management first reported a position in Monster Beverage in Q1 2020 and has held it in 18 quarters since.
  • Institutional & Family Asset Management's Monster Beverage position peaked at $47.1K in Q4 2022.
  • 931 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.