KPWS
MNST icon

Kestra Private Wealth Services’s Monster Beverage MNST Stock Holding History

Kestra Private Wealth Services’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 		$2.61M Sell
36,087
-2,962
-8% -$234K 0.03% 482
2025
Q4 		$2.99M Buy
39,049
+11,641
+42% +$834K 0.04% 428
2025
Q3 		$1.84M Buy
27,408
+9,683
+55% +$604K 0.02% 550
2025
Q2 		$1.11M Buy
17,725
+566
+3% +$34.6K 0.02% 704
2025
Q1 		$1M Buy
17,159
+1,567
+10% +$81.7K 0.02% 683
2024
Q4 		$820K Buy
15,592
+1,630
+12% +$86.4K 0.01% 720
2024
Q3 		$728K Buy
13,962
+681
+5% +$33.7K 0.01% 732
2024
Q2 		$663K Sell
13,281
-22,858
-63% -$1.21M 0.01% 726
2024
Q1 		$2.14M Buy
36,139
+5,600
+18% +$322K 0.05% 356
2023
Q4 		$1.76M Buy
30,539
+4,681
+18% +$250K 0.04% 377
2023
Q3 		$1.37M Buy
25,858
+11,096
+75% +$631K 0.04% 386
2023
Q2 		$848K Buy
14,762
+2,746
+23% +$156K 0.03% 482
2023
Q1 		$649K Buy
12,016
+4,442
+59% +$228K 0.03% 525
2022
Q4 		$384K Sell
7,574
-4,222
-36% -$204K 0.02% 596
2022
Q3 		$513K Buy
11,796
+1,078
+10% +$49.7K 0.03% 491
2022
Q2 		$497K Buy
10,718
+4,120
+62% +$179K 0.03% 510
2022
Q1 		$264K Buy
6,598
+406
+7% +$17K 0.01% 787
2021
Q4 		$297K Buy
6,192
+746
+14% +$33.2K 0.01% 766
2021
Q3 		$242K Sell
5,446
-110
-2% -$5.2K 0.01% 788
2021
Q2 		$254K Sell
5,556
-12
-0.2% -$563 0.02% 727
2021
Q1 		$254K Buy
+5,568
New +$249K 0.02% 656

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

Kestra Private Wealth Services's MNST Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Monster Beverage (MNST) stake by 7.6% in Q1 2026, selling an estimated $234K and leaving 36,087 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #482.

Kestra Private Wealth Services first reported a position in MNST in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.99M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Kestra Private Wealth Services held 36,087 shares of Monster Beverage worth $2.61M as of Q1 2026.
  • Kestra Private Wealth Services sold 2,962 Monster Beverage shares in Q1 2026, an estimated $234K.
  • Monster Beverage made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #482 holding.
  • Kestra Private Wealth Services first reported a position in Monster Beverage in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Monster Beverage position peaked at $2.99M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.