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 Q2	$198K	Sell	4,126 -1,172	-22%	-$49.2K	0.03%	285
2026 Q1	$166K	Buy	5,298 +318	+6%	+$12.5K	0.04%	222
2025 Q4	$191K	Hold	4,980	–	–	0.04%	219
2025 Q3	$168K	Buy	+4,980	New	+$155K	0.04%	199
2025 Q2	–	Sell	-6,938	Closed	-$203K	–	144
2025 Q1	$203K	Buy	+6,938	New	+$181K	0.08%	123
2024 Q2	–	Sell	-7,800	Closed	-$231K	–	125
2024 Q1	$231K	Hold	7,800	–	–	0.1%	108
2023 Q4	$225K	Hold	7,800	–	–	0.11%	90
2023 Q3	$207K	Hold	7,800	–	–	0.11%	97
2023 Q2	$224K	Buy	+7,800	New	+$222K	0.13%	96

Other funds holding MNST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kelleher Financial Advisors's MNST Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Monster Beverage (MNST) stake by 22% in Q2 2026, selling an estimated $49.2K and leaving 4,126 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #285.

Kelleher Financial Advisors first reported a position in MNST in Q2 2023 and has held it in 9 quarters since. The position peaked at $231K in Q1 2024. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Kelleher Financial Advisors held 4,126 shares of Monster Beverage worth $198K as of Q2 2026.
Kelleher Financial Advisors sold 1,172 Monster Beverage shares in Q2 2026, an estimated $49.2K.
Monster Beverage made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #285 holding.
Kelleher Financial Advisors first reported a position in Monster Beverage in Q2 2023 and has held it in 9 quarters since.
Kelleher Financial Advisors's Monster Beverage position peaked at $231K in Q1 2024.
1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.