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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
Q2 		$3.12M Sell
64,992
-22,986
-26% -$966K 0.27% 98
2026
Q1 		$3.19M Sell
87,978
-47,730
-35% -$1.88M 0.31% 102
2025
Q4 		$5.2M Sell
135,708
-36,394
-21% -$1.3M 0.5% 77
2025
Q3 		$5.79M Buy
172,102
+15,336
+10% +$479K 0.54% 81
2025
Q2 		$4.91M Sell
156,766
-2,862
-2% -$87.4K 0.46% 81
2025
Q1 		$4.67M Buy
159,628
+3,548
+2% +$92.5K 0.45% 81
2024
Q4 		$4.1M Buy
156,080
+1,934
+1% +$51.3K 0.4% 86
2024
Q3 		$4.02M Buy
154,146
+65,484
+74% +$1.62M 0.38% 87
2024
Q2 		$2.21M Buy
88,662
+2,722
+3% +$72.1K 0.23% 112
2024
Q1 		$2.55M Buy
85,940
+3,282
+4% +$94.3K 0.27% 100
2023
Q4 		$2.38M Buy
82,658
+1,748
+2% +$46.7K 0.27% 104
2023
Q3 		$2.14M Sell
80,910
-670
-0.8% -$19K 0.27% 113
2023
Q2 		$2.34M Sell
81,580
-1,930
-2% -$54.9K 0.28% 111
2023
Q1 		$2.26M Sell
83,510
-794
-0.9% -$20.4K 0.29% 110
2022
Q4 		$2.14M Sell
84,304
-1,616
-2% -$39.1K 0.29% 109
2022
Q3 		$1.87M Buy
85,920
+1,496
+2% +$34.5K 0.28% 106
2022
Q2 		$1.96M Buy
+84,424
New +$1.84M 0.28% 105

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

Marks Group Wealth Management's MNST Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Monster Beverage (MNST) stake by 26% in Q2 2026, selling an estimated $966K and leaving 64,992 shares worth $3.12M. The position accounts for 0.27% of the portfolio, ranked #98.

Marks Group Wealth Management first reported a position in MNST in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.79M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Marks Group Wealth Management held 64,992 shares of Monster Beverage worth $3.12M as of Q2 2026.
  • Marks Group Wealth Management sold 22,986 Monster Beverage shares in Q2 2026, an estimated $966K.
  • Monster Beverage made up 0.27% of Marks Group Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Marks Group Wealth Management first reported a position in Monster Beverage in Q2 2022 and has held it in 17 quarters since.
  • Marks Group Wealth Management's Monster Beverage position peaked at $5.79M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.