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Legacy Wealth Management (Idaho)’s Monster Beverage MNST Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-82
Closed -$2.97K – 651
2026
Q1 		$2.97K Buy
82
+44
+116% +$1.74K ﹤0.01% 710
2025
Q4 		$1.46K Buy
+38
New +$1.36K ﹤0.01% 706

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 Wealth Management (Idaho)'s MNST Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Monster Beverage (MNST) in Q2 2026, closing a stake of 82 shares — an estimated $2.97K sold.

Legacy Wealth Management (Idaho) first reported a position in MNST in Q4 2025 and held it in 2 quarters. The position peaked at $2.97K in Q1 2026. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Monster Beverage position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 82 Monster Beverage shares in Q2 2026, an estimated $2.97K.
  • Legacy Wealth Management (Idaho) first reported a position in Monster Beverage in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Monster Beverage position peaked at $2.97K in Q1 2026.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.