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KFG Wealth Management’s Monster Beverage MNST Stock Holding History

KFG Wealth Management’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
Q1 		– Sell
-19,166
Closed -$504K – 200
2024
Q4 		$504K Buy
19,166
+1,616
+9% +$42.8K 0.09% 115
2024
Q3 		$458K Buy
17,550
+1,022
+6% +$25.3K 0.1% 119
2024
Q2 		$413K Buy
16,528
+984
+6% +$26.1K 0.16% 105
2024
Q1 		$461K Buy
15,544
+932
+6% +$26.8K 0.19% 100
2023
Q4 		$421K Sell
14,612
-212
-1% -$5.67K 0.19% 87
2023
Q3 		$392K Buy
14,824
+1,956
+15% +$55.6K 0.21% 87
2023
Q2 		$370K Buy
12,868
+5,152
+67% +$147K 0.22% 73
2023
Q1 		$204K Buy
+7,716
New +$198K 0.14% 94

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KFG Wealth Management's MNST Position: Q1 2025 in Review

KFG Wealth Management sold out of Monster Beverage (MNST) in Q1 2025, closing a stake of 19,166 shares — an estimated $504K sold.

KFG Wealth Management first reported a position in MNST in Q1 2023 and held it in 8 quarters. The position peaked at $504K in Q4 2024. 991 funds tracked by Wall St. Rank hold MNST as of Q1 2025.

  • KFG Wealth Management reported no remaining Monster Beverage position as of Q1 2025 after selling out during the quarter.
  • KFG Wealth Management sold 19,166 Monster Beverage shares in Q1 2025, an estimated $504K.
  • KFG Wealth Management first reported a position in Monster Beverage in Q1 2023 and held it in 8 quarters.
  • KFG Wealth Management's Monster Beverage position peaked at $504K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2025.

Based on KFG Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.