Legacy Capital Wealth Partners’s Monster Beverage MNST Stock Holding History

Legacy Capital Wealth Partners’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	-2,656	Closed	-$204K	–	407
2025 Q4	$204K	Sell	2,656 -462	-15%	-$33.1K	0.04%	362
2025 Q3	$210K	Sell	3,118 -768	-20%	-$47.9K	0.05%	361
2025 Q2	$243K	Sell	3,886 -40	-1%	-$2.44K	0.06%	330
2025 Q1	$230K	Sell	3,926 -7	-0.2%	-$365	0.06%	324
2024 Q4	$207K	Sell	3,933 -3,696	-48%	-$196K	0.05%	330
2024 Q3	$398K	Buy	+7,629	New	+$378K	0.08%	237

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

Legacy Capital Wealth Partners's MNST Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 2,656 shares — an estimated $204K sold.

Legacy Capital Wealth Partners first reported a position in MNST in Q3 2024 and held it in 6 quarters. The position peaked at $398K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Legacy Capital Wealth Partners reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 2,656 Monster Beverage shares in Q1 2026, an estimated $204K.
Legacy Capital Wealth Partners first reported a position in Monster Beverage in Q3 2024 and held it in 6 quarters.
Legacy Capital Wealth Partners's Monster Beverage position peaked at $398K in Q3 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.