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 Q1	$214K	Sell	2,952 -367	-11%	-$28.9K	0.01%	859
2025 Q4	$254K	Buy	+3,319	New	+$238K	0.01%	736
2024 Q4	–	Sell	-9,264	Closed	-$483K	–	866
2024 Q3	$483K	Sell	9,264 -2,738	-23%	-$136K	0.03%	456
2024 Q2	$599K	Sell	12,002 -61	-0.5%	-$3.23K	0.05%	343
2024 Q1	$715K	Sell	12,063 -203	-2%	-$11.7K	0.08%	266
2023 Q4	$707K	Buy	12,266 +2,586	+27%	+$138K	0.08%	269
2023 Q3	$513K	Buy	+9,680	New	+$550K	0.09%	242

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingswood Wealth Advisors's MNST Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Monster Beverage (MNST) stake by 11% in Q1 2026, selling an estimated $28.9K and leaving 2,952 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #859.

Kingswood Wealth Advisors first reported a position in MNST in Q3 2023 and has held it in 7 quarters since. The position peaked at $715K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Kingswood Wealth Advisors held 2,952 shares of Monster Beverage worth $214K as of Q1 2026.
Kingswood Wealth Advisors sold 367 Monster Beverage shares in Q1 2026, an estimated $28.9K.
Monster Beverage made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #859 holding.
Kingswood Wealth Advisors first reported a position in Monster Beverage in Q3 2023 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Monster Beverage position peaked at $715K in Q1 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.