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Journey Retirement Planning & Investment Management’s Monster Beverage MNST Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$1.47M Sell
15,260
-1,063
-7% -$89.3K 1.14% 15
2026
Q1 		$1.18M Sell
16,323
-47,309
-74% -$3.73M 1.04% 18
2025
Q4 		$4.88M Buy
+63,632
New +$4.56M 1% 16

Other funds holding MNST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MNST Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Monster Beverage (MNST) stake by 6.5% in Q2 2026, selling an estimated $89.3K and leaving 15,260 shares worth $1.47M. The position accounts for 1.14% of the portfolio, ranked #15.

Journey Retirement Planning & Investment Management first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.88M in Q4 2025. 566 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 15,260 shares of Monster Beverage worth $1.47M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 1,063 Monster Beverage shares in Q2 2026, an estimated $89.3K.
  • Monster Beverage made up 1.14% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #15 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Monster Beverage position peaked at $4.88M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.