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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
Q2 		$1.41M Sell
29,288
-778
-3% -$32.7K 0.17% 99
2026
Q1 		$1.09M Buy
30,066
+876
+3% +$34.5K 0.15% 118
2025
Q4 		$1.12M Sell
29,190
-560
-2% -$20.1K 0.15% 117
2025
Q3 		$1M Sell
29,750
-164
-0.5% -$5.12K 0.14% 121
2025
Q2 		$937K Buy
29,914
+288
+1% +$8.8K 0.15% 113
2025
Q1 		$867K Buy
29,626
+538
+2% +$14K 0.15% 116
2024
Q4 		$764K Buy
29,088
+526
+2% +$13.9K 0.13% 136
2024
Q3 		$745K Buy
28,562
+2,902
+11% +$71.9K 0.13% 143
2024
Q2 		$641K Sell
25,660
-840
-3% -$22.3K 0.11% 151
2024
Q1 		$785K Buy
26,500
+2,252
+9% +$64.7K 0.14% 119
2023
Q4 		$698K Buy
24,248
+2,578
+12% +$68.9K 0.13% 118
2023
Q3 		$574K Buy
21,670
+5,274
+32% +$150K 0.11% 116
2023
Q2 		$471K Buy
16,396
+1,332
+9% +$37.9K 0.09% 143
2023
Q1 		$407K Buy
15,064
+408
+3% +$10.5K 0.08% 150
2022
Q4 		$372K Buy
14,656
+844
+6% +$20.4K 0.08% 147
2022
Q3 		$300K Buy
13,812
+544
+4% +$12.5K 0.07% 160
2022
Q2 		$307K Buy
+13,268
New +$289K 0.08% 149
2022
Q1 		– Sell
-10,336
Closed -$248K – 248
2021
Q4 		$248K Buy
+10,336
New +$230K 0.06% 171
2019
Q2 		– Sell
-452
Closed -$6K – 606
2019
Q1 		$6K Hold
452
– – ﹤0.01% 735
2018
Q4 		$6K Sell
452
-588
-57% -$7.98K ﹤0.01% 702
2018
Q3 		$15K Hold
1,040
– – 0.01% 426
2018
Q2 		$16K Sell
1,040
-960
-48% -$13K 0.01% 414
2018
Q1 		$28K Buy
2,000
+960
+92% +$15K 0.01% 313
2017
Q4 		$16K Buy
+1,040
New +$15.6K 0.01% 401

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 Financial Advisors's MNST Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Monster Beverage (MNST) stake by 2.6% in Q2 2026, selling an estimated $32.7K and leaving 29,288 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #99.

Legacy Financial Advisors first reported a position in MNST in Q4 2017 and has held it in 24 quarters since. 1,371 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Legacy Financial Advisors held 29,288 shares of Monster Beverage worth $1.41M as of Q2 2026.
  • Legacy Financial Advisors sold 778 Monster Beverage shares in Q2 2026, an estimated $32.7K.
  • Monster Beverage made up 0.17% of Legacy Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Legacy Financial Advisors first reported a position in Monster Beverage in Q4 2017 and has held it in 24 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.