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Kaufman Rossin Wealth’s Monster Beverage MNST Stock Holding History

Kaufman Rossin 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
2025
Q3 		– Sell
-3,401
Closed -$213K – 170
2025
Q2 		$213K Buy
+3,401
New +$208K 0.13% 123

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaufman Rossin Wealth's MNST Position: Q3 2025 in Review

Kaufman Rossin Wealth sold out of Monster Beverage (MNST) in Q3 2025, closing a stake of 3,401 shares — an estimated $213K sold.

Kaufman Rossin Wealth first reported a position in MNST in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold MNST as of Q3 2025.

  • Kaufman Rossin Wealth reported no remaining Monster Beverage position as of Q3 2025 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 3,401 Monster Beverage shares in Q3 2025, an estimated $213K.
  • Kaufman Rossin Wealth first reported a position in Monster Beverage in Q2 2025 and held it in 1 quarter.
  • Kaufman Rossin Wealth's Monster Beverage position peaked at $213K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.