Kelleher Financial Advisors’s Monster Beverage MNST Stock Holding History

Kelleher Financial 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 Q1	$166K	Buy	2,649 +159	+6%	+$12.5K	0.04%	222
2025 Q4	$191K	Hold	2,490	–	–	0.04%	219
2025 Q3	$168K	Buy	+2,490	New	+$155K	0.04%	199
2025 Q2	–	Sell	-3,469	Closed	-$203K	–	144
2025 Q1	$203K	Buy	+3,469	New	+$181K	0.08%	123
2024 Q2	–	Sell	-3,900	Closed	-$231K	–	125
2024 Q1	$231K	Hold	3,900	–	–	0.1%	108
2023 Q4	$225K	Hold	3,900	–	–	0.11%	90
2023 Q3	$207K	Hold	3,900	–	–	0.11%	97
2023 Q2	$224K	Buy	+3,900	New	+$222K	0.13%	96

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelleher Financial Advisors's MNST Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Monster Beverage (MNST) stake by 6.4% in Q1 2026, buying an estimated $12.5K and bringing the position to 2,649 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #222.

Kelleher Financial Advisors first reported a position in MNST in Q2 2023 and has held it in 8 quarters since. The position peaked at $231K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Kelleher Financial Advisors held 2,649 shares of Monster Beverage worth $166K as of Q1 2026.
Kelleher Financial Advisors bought 159 Monster Beverage shares in Q1 2026, an estimated $12.5K.
Monster Beverage made up 0.04% of Kelleher Financial Advisors's portfolio in Q1 2026, its #222 holding.
Kelleher Financial Advisors first reported a position in Monster Beverage in Q2 2023 and has held it in 8 quarters since.
Kelleher Financial Advisors's Monster Beverage position peaked at $231K in Q1 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.