Kingswood Wealth Advisors’s Monster Beverage MNST Stock Holding History

Kingswood Wealth 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	$277K	Sell	5,762 -142	-2%	-$5.97K	0.01%	813
2026 Q1	$214K	Sell	5,904 -734	-11%	-$28.9K	0.01%	859
2025 Q4	$254K	Buy	+6,638	New	+$238K	0.01%	736
2024 Q4	–	Sell	-18,528	Closed	-$483K	–	866
2024 Q3	$483K	Sell	18,528 -5,476	-23%	-$136K	0.03%	456
2024 Q2	$599K	Sell	24,004 -122	-0.5%	-$3.23K	0.05%	343
2024 Q1	$715K	Sell	24,126 -406	-2%	-$11.7K	0.08%	266
2023 Q4	$707K	Buy	24,532 +5,172	+27%	+$138K	0.08%	269
2023 Q3	$513K	Buy	+19,360	New	+$550K	0.09%	242

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

Kingswood Wealth Advisors's MNST Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Monster Beverage (MNST) stake by 2.4% in Q2 2026, selling an estimated $5.97K and leaving 5,762 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #813.

Kingswood Wealth Advisors first reported a position in MNST in Q3 2023 and has held it in 8 quarters since. The position peaked at $715K in Q1 2024. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Kingswood Wealth Advisors held 5,762 shares of Monster Beverage worth $277K as of Q2 2026.
Kingswood Wealth Advisors sold 142 Monster Beverage shares in Q2 2026, an estimated $5.97K.
Monster Beverage made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #813 holding.
Kingswood Wealth Advisors first reported a position in Monster Beverage in Q3 2023 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Monster Beverage position peaked at $715K in Q1 2024.
1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.