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

Moran 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 		$15M Sell
313,098
-18,942
-6% -$796K 0.41% 69
2026
Q1 		$12M Sell
332,040
-26,334
-7% -$1.04M 0.37% 86
2025
Q4 		$13.7M Sell
358,374
-14,962
-4% -$536K 0.42% 74
2025
Q3 		$12.6M Buy
373,336
+3,032
+0.8% +$94.6K 0.38% 85
2025
Q2 		$11.6M Buy
+370,304
New +$11.3M 0.36% 87
2024
Q2 		– Sell
-383,634
Closed -$11.4M – 421
2024
Q1 		$11.4M Sell
383,634
-4,384
-1% -$126K 0.37% 94
2023
Q4 		$11.2M Buy
388,018
+3,850
+1% +$103K 0.4% 86
2023
Q3 		$10.2M Sell
384,168
-2,176
-0.6% -$61.8K 0.39% 97
2023
Q2 		$11.1M Sell
386,344
-6,424
-2% -$183K 0.42% 87
2023
Q1 		$10.6M Sell
392,768
-42,192
-10% -$1.08M 0.4% 94
2022
Q4 		$11M Buy
+434,960
New +$10.5M 0.42% 77

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

Moran Wealth Management's MNST Position: Q2 2026 in Review

Moran Wealth Management reduced its Monster Beverage (MNST) stake by 5.7% in Q2 2026, selling an estimated $796K and leaving 313,098 shares worth $15M. The position accounts for 0.41% of the portfolio, ranked #69.

Moran Wealth Management first reported a position in MNST in Q4 2022 and has held it in 11 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Moran Wealth Management held 313,098 shares of Monster Beverage worth $15M as of Q2 2026.
  • Moran Wealth Management sold 18,942 Monster Beverage shares in Q2 2026, an estimated $796K.
  • Monster Beverage made up 0.41% of Moran Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Moran Wealth Management first reported a position in Monster Beverage in Q4 2022 and has held it in 11 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.