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 Q1	$217K	Hold	3,000	–	–	0.03%	245
2025 Q4	$230K	Hold	3,000	–	–	0.03%	251
2025 Q3	$202K	Buy	+3,000	New	+$187K	0.03%	269
2024 Q2	–	Sell	-17,448	Closed	-$1.03M	–	330
2024 Q1	$1.03M	Buy	17,448 +3,634	+26%	+$209K	0.14%	141
2023 Q4	$796K	Buy	+13,814	New	+$738K	0.13%	150

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

Lake Street Private Wealth's MNST Position: Q1 2026 in Review

Lake Street Private Wealth held its Monster Beverage (MNST) position steady in Q1 2026 at 3,000 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #245.

Lake Street Private Wealth first reported a position in MNST in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Lake Street Private Wealth held 3,000 shares of Monster Beverage worth $217K as of Q1 2026.
Lake Street Private Wealth left its Monster Beverage share count unchanged in Q1 2026.
Monster Beverage made up 0.03% of Lake Street Private Wealth's portfolio in Q1 2026, its #245 holding.
Lake Street Private Wealth first reported a position in Monster Beverage in Q4 2023 and has held it in 5 quarters since.
Lake Street Private Wealth's Monster Beverage position peaked at $1.03M in Q1 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.