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Mount Yale Investment Advisors’s Monster Beverage MNST Stock Holding History

Mount Yale Investment Advisors’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 		$538K Sell
11,192
-8,728
-44% -$367K 0.01% 756
2026
Q1 		$722K Buy
19,920
+10,258
+106% +$404K 0.02% 598
2025
Q4 		$370K Sell
9,662
-806
-8% -$28.9K 0.02% 533
2025
Q3 		$352K Sell
10,468
-646
-6% -$20.2K 0.02% 488
2025
Q2 		$348K Buy
11,114
+26
+0.2% +$794 0.03% 419
2025
Q1 		$324K Sell
11,088
-37,226
-77% -$970K 0.03% 412
2024
Q4 		$1.27M Sell
48,314
-3,228
-6% -$85.6K 0.1% 166
2024
Q3 		$1.34M Sell
51,542
-11,860
-19% -$294K 0.13% 163
2024
Q2 		$1.58M Buy
63,402
+49,356
+351% +$1.31M 0.13% 158
2024
Q1 		$416K Buy
14,046
+596
+4% +$17.1K 0.03% 390
2023
Q4 		$387K Buy
13,450
+2,230
+20% +$59.6K 0.04% 369
2023
Q3 		$297K Sell
11,220
-44
-0.4% -$1.25K 0.03% 393
2023
Q2 		$324K Buy
+11,264
New +$320K 0.03% 376
2018
Q4 		– Sell
-1,144
Closed -$16K – 589
2018
Q3 		$16K Hold
1,144
– – ﹤0.01% 816
2018
Q2 		$16K Hold
1,144
– – ﹤0.01% 833
2018
Q1 		$16K Buy
+1,144
New +$17.9K ﹤0.01% 805

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MNST Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Monster Beverage (MNST) stake by 44% in Q2 2026, selling an estimated $367K and leaving 11,192 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #756.

Mount Yale Investment Advisors first reported a position in MNST in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.58M in Q2 2024. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Mount Yale Investment Advisors held 11,192 shares of Monster Beverage worth $538K as of Q2 2026.
  • Mount Yale Investment Advisors sold 8,728 Monster Beverage shares in Q2 2026, an estimated $367K.
  • Monster Beverage made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #756 holding.
  • Mount Yale Investment Advisors first reported a position in Monster Beverage in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Monster Beverage position peaked at $1.58M in Q2 2024.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.