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Kerr Financial Planning’s Monster Beverage MNST Stock Holding History

Kerr Financial Planning’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 		$56.1K Hold
1,168
– – 0.06% 172
2026
Q1 		$45.5K Hold
1,168
– – 0.03% 184
2025
Q4 		$47.9K Sell
1,168
-60
-5% -$2.15K 0.06% 181
2025
Q3 		$44.8K Buy
+1,228
New +$38.3K 0.06% 173

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kerr Financial Planning's MNST Position: Q2 2026 in Review

Kerr Financial Planning held its Monster Beverage (MNST) position steady in Q2 2026 at 1,168 shares worth $56.1K. The position accounts for 0.06% of the portfolio, ranked #172.

Kerr Financial Planning first reported a position in MNST in Q3 2025 and has held it in 4 quarters since. 1,360 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Kerr Financial Planning held 1,168 shares of Monster Beverage worth $56.1K as of Q2 2026.
  • Kerr Financial Planning left its Monster Beverage share count unchanged in Q2 2026.
  • Monster Beverage made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #172 holding.
  • Kerr Financial Planning first reported a position in Monster Beverage in Q3 2025 and has held it in 4 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.