LFA
MNST icon

Legacy Financial Advisors’s Monster Beverage MNST Stock Holding History

Legacy Financial 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
Q1 		$1.09M Buy
15,033
+438
+3% +$34.5K 0.15% 118
2025
Q4 		$1.12M Sell
14,595
-280
-2% -$20.1K 0.15% 117
2025
Q3 		$1M Sell
14,875
-82
-0.5% -$5.12K 0.14% 121
2025
Q2 		$937K Buy
14,957
+144
+1% +$8.8K 0.15% 113
2025
Q1 		$867K Buy
14,813
+269
+2% +$14K 0.15% 116
2024
Q4 		$764K Buy
14,544
+263
+2% +$13.9K 0.13% 136
2024
Q3 		$745K Buy
14,281
+1,451
+11% +$71.9K 0.13% 143
2024
Q2 		$641K Sell
12,830
-420
-3% -$22.3K 0.11% 151
2024
Q1 		$785K Buy
13,250
+1,126
+9% +$64.7K 0.14% 119
2023
Q4 		$698K Buy
12,124
+1,289
+12% +$68.9K 0.13% 118
2023
Q3 		$574K Buy
10,835
+2,637
+32% +$150K 0.11% 116
2023
Q2 		$471K Buy
8,198
+666
+9% +$37.9K 0.09% 143
2023
Q1 		$407K Buy
7,532
+204
+3% +$10.5K 0.08% 150
2022
Q4 		$372K Buy
7,328
+422
+6% +$20.4K 0.08% 147
2022
Q3 		$300K Buy
6,906
+272
+4% +$12.5K 0.07% 160
2022
Q2 		$307K Buy
+6,634
New +$289K 0.08% 149
2022
Q1 		– Sell
-5,168
Closed -$248K – 248
2021
Q4 		$248K Buy
+5,168
New +$230K 0.06% 171
2019
Q2 		– Sell
-226
Closed -$6K – 606
2019
Q1 		$6K Hold
226
– – ﹤0.01% 735
2018
Q4 		$6K Sell
226
-294
-57% -$7.98K ﹤0.01% 702
2018
Q3 		$15K Hold
520
– – 0.01% 426
2018
Q2 		$16K Sell
520
-480
-48% -$13K 0.01% 414
2018
Q1 		$28K Buy
1,000
+480
+92% +$15K 0.01% 313
2017
Q4 		$16K Buy
+520
New +$15.6K 0.01% 401

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Advisors's MNST Position: Q1 2026 in Review

Legacy Financial Advisors increased its Monster Beverage (MNST) stake by 3% in Q1 2026, buying an estimated $34.5K and bringing the position to 15,033 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #118.

Legacy Financial Advisors first reported a position in MNST in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Legacy Financial Advisors held 15,033 shares of Monster Beverage worth $1.09M as of Q1 2026.
  • Legacy Financial Advisors bought 438 Monster Beverage shares in Q1 2026, an estimated $34.5K.
  • Monster Beverage made up 0.15% of Legacy Financial Advisors's portfolio in Q1 2026, its #118 holding.
  • Legacy Financial Advisors first reported a position in Monster Beverage in Q4 2017 and has held it in 23 quarters since.
  • Legacy Financial Advisors's Monster Beverage position peaked at $1.12M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.