LFIA
MNST icon

Legacy Financial Independent Advisors’s Monster Beverage MNST Stock Holding History

Legacy Financial Independent 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 		$3.52M Buy
73,220
+28,148
+62% +$1.18M 1.66% 24
2026
Q1 		$1.63M Buy
+45,072
New +$1.78M 0.85% 35

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 Independent Advisors's MNST Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Monster Beverage (MNST) stake by 62% in Q2 2026, buying an estimated $1.18M and bringing the position to 73,220 shares worth $3.52M. The position accounts for 1.66% of the portfolio, ranked #24.

Legacy Financial Independent Advisors first reported a position in MNST in Q1 2026 and has held it in 2 quarters since. 1,359 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Legacy Financial Independent Advisors held 73,220 shares of Monster Beverage worth $3.52M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 28,148 Monster Beverage shares in Q2 2026, an estimated $1.18M.
  • Monster Beverage made up 1.66% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #24 holding.
  • Legacy Financial Independent Advisors first reported a position in Monster Beverage in Q1 2026 and has held it in 2 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.