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KWB Wealth’s Monster Beverage MNST Stock Holding History

KWB Wealth’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 		$263K Hold
2,736
– – 0.02% 155
2026
Q1 		$210K Hold
2,736
– – 0.02% 160
2025
Q4 		$210K Buy
+2,736
New +$196K 0.02% 170

Other funds holding MNST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KWB Wealth's MNST Position: Q2 2026 in Review

KWB Wealth held its Monster Beverage (MNST) position steady in Q2 2026 at 2,736 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #155.

KWB Wealth first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • KWB Wealth held 2,736 shares of Monster Beverage worth $263K as of Q2 2026.
  • KWB Wealth left its Monster Beverage share count unchanged in Q2 2026.
  • Monster Beverage made up 0.02% of KWB Wealth's portfolio in Q2 2026, its #155 holding.
  • KWB Wealth first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.