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Legacy Capital Group California’s Monster Beverage MNST Stock Holding History

Legacy Capital Group California’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 		– Sell
-45,238
Closed -$1.73M – 332
2025
Q4 		$1.73M Buy
45,238
+1,728
+4% +$61.9K 0.42% 52
2025
Q3 		$1.46M Sell
43,510
-502
-1% -$15.7K 0.37% 60
2025
Q2 		$1.38M Buy
+44,012
New +$1.34M 0.38% 53

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Capital Group California's MNST Position: Q1 2026 in Review

Legacy Capital Group California sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 45,238 shares — an estimated $1.73M sold.

Legacy Capital Group California first reported a position in MNST in Q2 2025 and held it in 3 quarters. The position peaked at $1.73M in Q4 2025. 1,242 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Legacy Capital Group California reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 45,238 Monster Beverage shares in Q1 2026, an estimated $1.73M.
  • Legacy Capital Group California first reported a position in Monster Beverage in Q2 2025 and held it in 3 quarters.
  • Legacy Capital Group California's Monster Beverage position peaked at $1.73M in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.