Lake Street Private Wealth’s Monster Beverage MNST Stock Holding History

Lake Street Private 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	$288K	Hold	6,000	–	–	0.03%	234
2026 Q1	$217K	Hold	6,000	–	–	0.03%	245
2025 Q4	$230K	Hold	6,000	–	–	0.03%	251
2025 Q3	$202K	Buy	+6,000	New	+$187K	0.03%	269
2024 Q2	–	Sell	-34,896	Closed	-$1.03M	–	330
2024 Q1	$1.03M	Buy	34,896 +7,268	+26%	+$209K	0.14%	141
2023 Q4	$796K	Buy	+27,628	New	+$738K	0.13%	150

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

Lake Street Private Wealth's MNST Position: Q2 2026 in Review

Lake Street Private Wealth held its Monster Beverage (MNST) position steady in Q2 2026 at 6,000 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #234.

Lake Street Private Wealth first reported a position in MNST in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2024. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Lake Street Private Wealth held 6,000 shares of Monster Beverage worth $288K as of Q2 2026.
Lake Street Private Wealth left its Monster Beverage share count unchanged in Q2 2026.
Monster Beverage made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #234 holding.
Lake Street Private Wealth first reported a position in Monster Beverage in Q4 2023 and has held it in 6 quarters since.
Lake Street Private Wealth's Monster Beverage position peaked at $1.03M in Q1 2024.
1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.