LVW Advisors
MNST icon

LVW Advisors’s Monster Beverage MNST Stock Holding History

LVW 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
Q3 		$253K Buy
6,069
+85
+1% +$3.94K 0.02% 405
2026
Q2 		$288K Buy
5,984
+184
+3% +$7.73K 0.02% 362
2026
Q1 		$210K Buy
+5,800
New +$229K 0.02% 407

Other funds holding MNST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LVW Advisors's MNST Position: Q3 2026 in Review

LVW Advisors increased its Monster Beverage (MNST) stake by 1.4% in Q3 2026, buying an estimated $3.94K and bringing the position to 6,069 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #405.

LVW Advisors first reported a position in MNST in Q1 2026 and has held it in 3 quarters since. The position peaked at $288K in Q2 2026. 751 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • LVW Advisors held 6,069 shares of Monster Beverage worth $253K as of Q3 2026.
  • LVW Advisors bought 85 Monster Beverage shares in Q3 2026, an estimated $3.94K.
  • Monster Beverage made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #405 holding.
  • LVW Advisors first reported a position in Monster Beverage in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's Monster Beverage position peaked at $288K in Q2 2026.
  • 751 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.