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Marks Group Wealth Management’s Monster Beverage MNST Stock Holding History

Marks Group Wealth Management’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
Q1 		$3.19M Sell
43,989
-23,865
-35% -$1.88M 0.31% 102
2025
Q4 		$5.2M Sell
67,854
-18,197
-21% -$1.3M 0.5% 77
2025
Q3 		$5.79M Buy
86,051
+7,668
+10% +$479K 0.54% 81
2025
Q2 		$4.91M Sell
78,383
-1,431
-2% -$87.4K 0.46% 81
2025
Q1 		$4.67M Buy
79,814
+1,774
+2% +$92.5K 0.45% 81
2024
Q4 		$4.1M Buy
78,040
+967
+1% +$51.3K 0.4% 86
2024
Q3 		$4.02M Buy
77,073
+32,742
+74% +$1.62M 0.38% 87
2024
Q2 		$2.21M Buy
44,331
+1,361
+3% +$72.1K 0.23% 112
2024
Q1 		$2.55M Buy
42,970
+1,641
+4% +$94.3K 0.27% 100
2023
Q4 		$2.38M Buy
41,329
+874
+2% +$46.7K 0.27% 104
2023
Q3 		$2.14M Sell
40,455
-335
-0.8% -$19K 0.27% 113
2023
Q2 		$2.34M Sell
40,790
-965
-2% -$54.9K 0.28% 111
2023
Q1 		$2.26M Sell
41,755
-397
-0.9% -$20.4K 0.29% 110
2022
Q4 		$2.14M Sell
42,152
-808
-2% -$39.1K 0.29% 109
2022
Q3 		$1.87M Buy
42,960
+748
+2% +$34.5K 0.28% 106
2022
Q2 		$1.96M Buy
+42,212
New +$1.84M 0.28% 105

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Group Wealth Management's MNST Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Monster Beverage (MNST) stake by 35% in Q1 2026, selling an estimated $1.88M and leaving 43,989 shares worth $3.19M. The position accounts for 0.31% of the portfolio, ranked #102.

Marks Group Wealth Management first reported a position in MNST in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.79M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Marks Group Wealth Management held 43,989 shares of Monster Beverage worth $3.19M as of Q1 2026.
  • Marks Group Wealth Management sold 23,865 Monster Beverage shares in Q1 2026, an estimated $1.88M.
  • Monster Beverage made up 0.31% of Marks Group Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Marks Group Wealth Management first reported a position in Monster Beverage in Q2 2022 and has held it in 16 quarters since.
  • Marks Group Wealth Management's Monster Beverage position peaked at $5.79M in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.