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Jackson Thornton Wealth Management’s Monster Beverage MNST Stock Holding History

Jackson Thornton 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 		$208K Sell
2,752
-590
-18% -$46.5K 0.02% 269
2025
Q4 		$253K Buy
+3,342
New +$239K 0.02% 244
2025
Q3 		– Sell
-3,766
Closed -$232K – 287
2025
Q2 		$232K Buy
+3,766
New +$230K 0.03% 120

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

Jackson Thornton Wealth Management's MNST Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Monster Beverage (MNST) stake by 18% in Q1 2026, selling an estimated $46.5K and leaving 2,752 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #269.

Jackson Thornton Wealth Management first reported a position in MNST in Q2 2025 and has held it in 3 quarters since. The position peaked at $253K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Jackson Thornton Wealth Management held 2,752 shares of Monster Beverage worth $208K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 590 Monster Beverage shares in Q1 2026, an estimated $46.5K.
  • Monster Beverage made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Jackson Thornton Wealth Management first reported a position in Monster Beverage in Q2 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Monster Beverage position peaked at $253K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.