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LifeSteps Financial’s Monster Beverage MNST Stock Holding History

LifeSteps Financial’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 		$13.3K Buy
+276
New +$11.6K 0.01% 365
2024
Q2 		– Sell
-276
Closed -$8.18K – 279
2024
Q1 		$8.18K Buy
+276
New +$7.93K 0.01% 310

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

LifeSteps Financial's MNST Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Monster Beverage (MNST) in Q2 2026: 276 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MNST as recently as Q1 2024.

LifeSteps Financial first reported a position in MNST in Q1 2024 and has held it in 2 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • LifeSteps Financial held 276 shares of Monster Beverage worth $13.3K as of Q2 2026.
  • Monster Beverage was a new LifeSteps Financial position in Q2 2026.
  • Monster Beverage made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #365 holding.
  • LifeSteps Financial first reported a position in Monster Beverage in Q1 2024 and has held it in 2 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.