Legacy Advisors’s Monster Beverage MNST Stock Holding History

Legacy 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 Q3	$216K	Sell	5,192 -480	-8%	-$22.2K	0.02%	291
2026 Q2	$273K	Buy	+5,672	New	+$238K	0.03%	270
2026 Q1	–	Sell	-5,260	Closed	-$202K	–	302
2025 Q4	$202K	Buy	+5,260	New	+$188K	0.02%	274
2025 Q1	$217K	Buy	+7,410	New	+$193K	0.02%	395
2019 Q2	–	Sell	-776	Closed	-$11K	–	399
2019 Q1	$11K	Buy	+776	New	+$11.1K	﹤0.01%	326
2018 Q4	–	Sell	-776	Closed	-$11K	–	285
2018 Q3	$11K	Hold	776	–	–	0.01%	340
2018 Q2	$11K	Hold	776	–	–	0.01%	301
2018 Q1	$11K	Hold	776	–	–	0.01%	263
2017 Q4	$12K	Hold	776	–	–	0.01%	240
2017 Q3	$10K	Buy	+776	New	+$10.5K	0.01%	221

Other funds holding MNST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Legacy Advisors's MNST Position: Q3 2026 in Review

Legacy Advisors reduced its Monster Beverage (MNST) stake by 8.5% in Q3 2026, selling an estimated $22.2K and leaving 5,192 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #291.

Legacy Advisors first reported a position in MNST in Q3 2017 and has held it in 10 quarters since. The position peaked at $273K in Q2 2026. 751 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

Legacy Advisors held 5,192 shares of Monster Beverage worth $216K as of Q3 2026.
Legacy Advisors sold 480 Monster Beverage shares in Q3 2026, an estimated $22.2K.
Monster Beverage made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #291 holding.
Legacy Advisors first reported a position in Monster Beverage in Q3 2017 and has held it in 10 quarters since.
Legacy Advisors's Monster Beverage position peaked at $273K in Q2 2026.
751 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.