MWM
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Modern Wealth Management’s Monster Beverage MNST Stock Holding History

Modern 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 		$389K Buy
5,351
+645
+14% +$50.9K 0.01% 631
2025
Q4 		$361K Buy
4,706
+848
+22% +$60.8K 0.01% 629
2025
Q3 		$260K Buy
+3,858
New +$241K 0.01% 688

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

Modern Wealth Management's MNST Position: Q1 2026 in Review

Modern Wealth Management increased its Monster Beverage (MNST) stake by 14% in Q1 2026, buying an estimated $50.9K and bringing the position to 5,351 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #631.

Modern Wealth Management first reported a position in MNST in Q3 2025 and has held it in 3 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Modern Wealth Management held 5,351 shares of Monster Beverage worth $389K as of Q1 2026.
  • Modern Wealth Management bought 645 Monster Beverage shares in Q1 2026, an estimated $50.9K.
  • Monster Beverage made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #631 holding.
  • Modern Wealth Management first reported a position in Monster Beverage in Q3 2025 and has held it in 3 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.