McKinley Carter Wealth Services’s Monster Beverage MNST Stock Holding History

McKinley Carter Wealth Services’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
2024 Q4	–	Sell	-198,670	Closed	-$5.18M	–	300
2024 Q3	$5.18M	Buy	198,670 +2,624	+1%	+$65K	0.31%	68
2024 Q2	$4.9M	Buy	196,046 +4,604	+2%	+$122K	0.31%	70
2024 Q1	$5.67M	Buy	191,442 +21,510	+13%	+$618K	0.38%	61
2023 Q4	$4.89M	Buy	169,932 +53,002	+45%	+$1.42M	0.36%	61
2023 Q3	$3.1M	Buy	116,930 +11,386	+11%	+$324K	0.25%	77
2023 Q2	$3.03M	Buy	+105,544	New	+$3M	0.23%	78

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McKinley Carter Wealth Services's MNST Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of Monster Beverage (MNST) in Q4 2024, closing a stake of 198,670 shares — an estimated $5.18M sold.

McKinley Carter Wealth Services first reported a position in MNST in Q2 2023 and held it in 6 quarters. The position peaked at $5.67M in Q1 2024. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

McKinley Carter Wealth Services reported no remaining Monster Beverage position as of Q4 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 198,670 Monster Beverage shares in Q4 2024, an estimated $5.18M.
McKinley Carter Wealth Services first reported a position in Monster Beverage in Q2 2023 and held it in 6 quarters.
McKinley Carter Wealth Services's Monster Beverage position peaked at $5.67M in Q1 2024.
966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.