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Journey Strategic Wealth’s Monster Beverage MNST Stock Holding History

Journey Strategic Wealth’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 		$581K Buy
8,015
+177
+2% +$14K 0.01% 304
2025
Q4 		$601K Buy
7,838
+182
+2% +$13K 0.02% 266
2025
Q3 		$515K Buy
7,656
+3,759
+96% +$235K 0.01% 290
2025
Q2 		$244K Buy
+3,897
New +$238K 0.01% 520

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

Journey Strategic Wealth's MNST Position: Q1 2026 in Review

Journey Strategic Wealth increased its Monster Beverage (MNST) stake by 2.3% in Q1 2026, buying an estimated $14K and bringing the position to 8,015 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #304.

Journey Strategic Wealth first reported a position in MNST in Q2 2025 and has held it in 4 quarters since. The position peaked at $601K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Journey Strategic Wealth held 8,015 shares of Monster Beverage worth $581K as of Q1 2026.
  • Journey Strategic Wealth bought 177 Monster Beverage shares in Q1 2026, an estimated $14K.
  • Monster Beverage made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #304 holding.
  • Journey Strategic Wealth first reported a position in Monster Beverage in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Monster Beverage position peaked at $601K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.