Lake Street Advisors Group’s Monster Beverage MNST Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$518K	Buy	9,851 +625	+7%	+$33.1K	0.02%	326
2024 Q3	$481K	Buy	9,226 +35	+0.4%	+$1.73K	0.02%	340
2024 Q2	$459K	Sell	9,191 -2,076	-18%	-$110K	0.02%	341
2024 Q1	$668K	Buy	11,267 +315	+3%	+$18.1K	0.03%	293
2023 Q4	$631K	Buy	10,952 +133	+1%	+$7.11K	0.03%	291
2023 Q3	$573K	Buy	10,819 +306	+3%	+$17.4K	0.03%	201
2023 Q2	$604K	Sell	10,513 -214	-2%	-$12.2K	0.03%	200
2023 Q1	$579K	Buy	+10,727	New	+$550K	0.04%	189
2021 Q3	–	Sell	-4,116	Closed	-$201K	–	354
2021 Q2	$201K	Buy	+4,116	New	+$193K	0.01%	317

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Advisors Group's MNST Position: Q4 2024 in Review

Lake Street Advisors Group increased its Monster Beverage (MNST) stake by 6.8% in Q4 2024, buying an estimated $33.1K and bringing the position to 9,851 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #326.

Lake Street Advisors Group first reported a position in MNST in Q2 2021 and has held it in 9 quarters since. The position peaked at $668K in Q1 2024. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

Lake Street Advisors Group held 9,851 shares of Monster Beverage worth $518K as of Q4 2024.
Lake Street Advisors Group bought 625 Monster Beverage shares in Q4 2024, an estimated $33.1K.
Monster Beverage made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #326 holding.
Lake Street Advisors Group first reported a position in Monster Beverage in Q2 2021 and has held it in 9 quarters since.
Lake Street Advisors Group's Monster Beverage position peaked at $668K in Q1 2024.
966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.