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Integrated Wealth Concepts’s Monster Beverage MNST Stock Holding History

Integrated Wealth Concepts’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 		$2.4M Buy
33,126
+16,351
+97% +$1.29M 0.02% 690
2025
Q4 		$1.29M Sell
16,775
-14,539
-46% -$1.04M 0.02% 676
2025
Q3 		$2.11M Sell
31,314
-4,895
-14% -$306K 0.02% 653
2025
Q2 		$2.27M Buy
36,209
+16,054
+80% +$981K 0.02% 581
2025
Q1 		$1.18M Sell
20,155
-2,631
-12% -$137K 0.01% 762
2024
Q4 		$1.2M Buy
22,786
+5,034
+28% +$267K 0.01% 743
2024
Q3 		$926K Buy
17,752
+882
+5% +$43.7K 0.01% 835
2024
Q2 		$843K Buy
16,870
+1,519
+10% +$80.5K 0.01% 837
2024
Q1 		$910K Buy
15,351
+399
+3% +$22.9K 0.01% 792
2023
Q4 		$861K Buy
14,952
+98
+0.7% +$5.24K 0.01% 790
2023
Q3 		$787K Buy
14,854
+260
+2% +$14.8K 0.01% 794
2023
Q2 		$838K Buy
14,594
+234
+2% +$13.3K 0.01% 748
2023
Q1 		$776K Buy
14,360
+9,342
+186% +$479K 0.02% 710
2022
Q4 		$255K Sell
5,018
-64
-1% -$3.1K 0.01% 865
2022
Q3 		$221K Sell
5,082
-126
-2% -$5.81K 0.01% 831
2022
Q2 		$241K Buy
5,208
+88
+2% +$3.83K 0.01% 822
2022
Q1 		$205K Buy
5,120
+144
+3% +$6.04K 0.01% 874
2021
Q4 		$239K Buy
+4,976
New +$221K 0.01% 872

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

Integrated Wealth Concepts's MNST Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Monster Beverage (MNST) stake by 97% in Q1 2026, buying an estimated $1.29M and bringing the position to 33,126 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #690.

Integrated Wealth Concepts first reported a position in MNST in Q4 2021 and has held it in 18 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Integrated Wealth Concepts held 33,126 shares of Monster Beverage worth $2.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 16,351 Monster Beverage shares in Q1 2026, an estimated $1.29M.
  • Monster Beverage made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #690 holding.
  • Integrated Wealth Concepts first reported a position in Monster Beverage in Q4 2021 and has held it in 18 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.