Mission Wealth Management’s Monster Beverage MNST Stock Holding History

Mission 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 Q3	–	Sell	-6,370	Closed	-$306K	–	949
2026 Q2	$306K	Buy	+6,370	New	+$268K	﹤0.01%	871
2023 Q2	–	Sell	-10,616	Closed	-$287K	–	564
2023 Q1	$287K	Hold	10,616	–	–	0.01%	453
2022 Q4	$269K	Sell	10,616 -20	-0.2%	-$484	0.01%	439
2022 Q3	$231K	Buy	10,636 +144	+1%	+$3.32K	0.01%	441
2022 Q2	$243K	Buy	+10,492	New	+$228K	0.01%	443
2021 Q1	–	Sell	-8,804	Closed	-$204K	–	453
2020 Q4	$204K	Buy	+8,804	New	+$185K	0.01%	397

Other funds holding MNST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mission Wealth Management's MNST Position: Q3 2026 in Review

Mission Wealth Management sold out of Monster Beverage (MNST) in Q3 2026, closing a stake of 6,370 shares — an estimated $306K sold.

Mission Wealth Management first reported a position in MNST in Q4 2020 and held it in 6 quarters. The position peaked at $306K in Q2 2026. 697 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

Mission Wealth Management reported no remaining Monster Beverage position as of Q3 2026 after selling out during the quarter.
Mission Wealth Management sold 6,370 Monster Beverage shares in Q3 2026, an estimated $306K.
Mission Wealth Management first reported a position in Monster Beverage in Q4 2020 and held it in 6 quarters.
Mission Wealth Management's Monster Beverage position peaked at $306K in Q2 2026.
697 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.