Middleton & Co’s Monster Beverage MNST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Sell
26,781
-434
-2% -$27.2K 0.19% 80
2025
Q1
$1.59M Sell
27,215
-777
-3% -$45.5K 0.19% 79
2024
Q4
$1.47M Sell
27,992
-2,210
-7% -$116K 0.16% 82
2024
Q3
$1.58M Sell
30,202
-335
-1% -$17.5K 0.17% 83
2024
Q2
$1.53M Sell
30,537
-216
-0.7% -$10.8K 0.18% 81
2024
Q1
$1.82M Buy
30,753
+4,636
+18% +$275K 0.21% 77
2023
Q4
$1.5M Sell
26,117
-48
-0.2% -$2.77K 0.19% 81
2023
Q3
$1.39M Buy
26,165
+4,303
+20% +$228K 0.19% 80
2023
Q2
$1.26M Hold
21,862
0.17% 84
2023
Q1
$1.18M Hold
21,862
0.17% 86
2022
Q4
$1.11M Sell
21,862
-300
-1% -$15.2K 0.16% 92
2022
Q3
$964K Buy
+22,162
New +$964K 0.15% 92