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 Q2	$245K	Buy	+5,088	New	+$214K	0.05%	334
2026 Q1	–	Sell	-5,312	Closed	-$204K	–	407
2025 Q4	$204K	Sell	5,312 -924	-15%	-$33.1K	0.04%	362
2025 Q3	$210K	Sell	6,236 -1,536	-20%	-$47.9K	0.05%	361
2025 Q2	$243K	Sell	7,772 -80	-1%	-$2.44K	0.06%	330
2025 Q1	$230K	Sell	7,852 -14	-0.2%	-$365	0.06%	324
2024 Q4	$207K	Sell	7,866 -7,392	-48%	-$196K	0.05%	330
2024 Q3	$398K	Buy	+15,258	New	+$378K	0.08%	237

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

Legacy Capital Wealth Partners's MNST Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in Monster Beverage (MNST) in Q2 2026: 5,088 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #334 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in MNST as recently as Q4 2025.

Legacy Capital Wealth Partners first reported a position in MNST in Q3 2024 and has held it in 7 quarters since. The position peaked at $398K in Q3 2024. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Legacy Capital Wealth Partners held 5,088 shares of Monster Beverage worth $245K as of Q2 2026.
Monster Beverage was a new Legacy Capital Wealth Partners position in Q2 2026.
Monster Beverage made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #334 holding.
Legacy Capital Wealth Partners first reported a position in Monster Beverage in Q3 2024 and has held it in 7 quarters since.
Legacy Capital Wealth Partners's Monster Beverage position peaked at $398K in Q3 2024.
1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.