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JFS Wealth Advisors’s Monster Beverage MNST Stock Holding History

JFS Wealth Advisors’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
Q2 		$29.2K Buy
608
+32
+6% +$1.34K ﹤0.01% 664
2026
Q1 		$20.9K Buy
576
+24
+4% +$946 ﹤0.01% 724
2025
Q4 		$21.2K Buy
552
+170
+45% +$6.09K ﹤0.01% 733
2025
Q3 		$12.9K Hold
382
– – ﹤0.01% 824
2025
Q2 		$12K Sell
382
-38
-9% -$1.16K ﹤0.01% 805
2025
Q1 		$12.3K Buy
420
+18
+4% +$469 ﹤0.01% 811
2024
Q4 		$10.6K Buy
402
+18
+5% +$477 ﹤0.01% 834
2024
Q3 		$10K Buy
384
+12
+3% +$297 ﹤0.01% 854
2024
Q2 		$9.29K Sell
372
-22
-6% -$583 ﹤0.01% 820
2024
Q1 		$11.7K Sell
394
-2
-0.5% -$57 ﹤0.01% 769
2023
Q4 		$11.4K Buy
396
+24
+6% +$641 ﹤0.01% 736
2023
Q3 		$9.85K Hold
372
– – ﹤0.01% 738
2023
Q2 		$10.7K Sell
372
-20
-5% -$569 ﹤0.01% 709
2023
Q1 		$10.6K Buy
392
+20
+5% +$513 ﹤0.01% 696
2022
Q4 		$9.44K Buy
372
+20
+6% +$484 ﹤0.01% 732
2022
Q3 		$8K Sell
352
-12
-3% -$276 ﹤0.01% 813
2022
Q2 		$8K Buy
364
+140
+63% +$3.04K ﹤0.01% 835
2022
Q1 		$4K Buy
224
+120
+115% +$2.52K ﹤0.01% 1154
2021
Q4 		$2K Buy
+104
New +$2.31K ﹤0.01% 1110
2020
Q1 		– Sell
-60
Closed -$1K – 544
2019
Q4 		$1K Hold
60
– – ﹤0.01% 486
2019
Q3 		$1K Buy
+60
New +$909 ﹤0.01% 486
2016
Q2 		– Sell
-192
Closed -$2K – 580
2016
Q1 		$2K Buy
+192
New +$2.14K ﹤0.01% 524
2015
Q3 		– Sell
-228
Closed -$3K – 533
2015
Q2 		$3K Buy
228
+36
+19% +$402 ﹤0.01% 445
2015
Q1 		$2K Buy
+192
New +$2.01K ﹤0.01% 463

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's MNST Position: Q2 2026 in Review

JFS Wealth Advisors increased its Monster Beverage (MNST) stake by 5.6% in Q2 2026, buying an estimated $1.34K and bringing the position to 608 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

JFS Wealth Advisors first reported a position in MNST in Q1 2015 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • JFS Wealth Advisors held 608 shares of Monster Beverage worth $29.2K as of Q2 2026.
  • JFS Wealth Advisors bought 32 Monster Beverage shares in Q2 2026, an estimated $1.34K.
  • Monster Beverage made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #664 holding.
  • JFS Wealth Advisors first reported a position in Monster Beverage in Q1 2015 and has held it in 24 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.