JFS Wealth Advisors
MNST icon

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
Q3 		$24K Sell
576
-32
-5% -$1.48K ﹤0.01% 703
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 		$9.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

JFS Wealth Advisors's MNST Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Monster Beverage (MNST) stake by 5.3% in Q3 2026, selling an estimated $1.48K and leaving 576 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

JFS Wealth Advisors first reported a position in MNST in Q1 2015 and has held it in 25 quarters since. The position peaked at $29.2K in Q2 2026. 697 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • JFS Wealth Advisors held 576 shares of Monster Beverage worth $24K as of Q3 2026.
  • JFS Wealth Advisors sold 32 Monster Beverage shares in Q3 2026, an estimated $1.48K.
  • Monster Beverage made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #703 holding.
  • JFS Wealth Advisors first reported a position in Monster Beverage in Q1 2015 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Monster Beverage position peaked at $29.2K in Q2 2026.
  • 697 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.