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 Q1	$722K	Buy	9,960 +5,129	+106%	+$404K	0.02%	598
2025 Q4	$370K	Sell	4,831 -403	-8%	-$28.9K	0.02%	533
2025 Q3	$352K	Sell	5,234 -323	-6%	-$20.2K	0.02%	488
2025 Q2	$348K	Buy	5,557 +13	+0.2%	+$794	0.03%	419
2025 Q1	$324K	Sell	5,544 -18,613	-77%	-$970K	0.03%	412
2024 Q4	$1.27M	Sell	24,157 -1,614	-6%	-$85.6K	0.1%	166
2024 Q3	$1.34M	Sell	25,771 -5,930	-19%	-$294K	0.13%	163
2024 Q2	$1.58M	Buy	31,701 +24,678	+351%	+$1.31M	0.13%	158
2024 Q1	$416K	Buy	7,023 +298	+4%	+$17.1K	0.03%	390
2023 Q4	$387K	Buy	6,725 +1,115	+20%	+$59.6K	0.04%	369
2023 Q3	$297K	Sell	5,610 -22	-0.4%	-$1.25K	0.03%	393
2023 Q2	$324K	Buy	+5,632	New	+$320K	0.03%	376
2018 Q4	–	Sell	-572	Closed	-$16K	–	589
2018 Q3	$16K	Hold	572	–	–	﹤0.01%	816
2018 Q2	$16K	Hold	572	–	–	﹤0.01%	833
2018 Q1	$16K	Buy	+572	New	+$17.9K	﹤0.01%	805

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's MNST Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Monster Beverage (MNST) stake by 106% in Q1 2026, buying an estimated $404K and bringing the position to 9,960 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #598.

Mount Yale Investment Advisors first reported a position in MNST in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.58M in Q2 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Mount Yale Investment Advisors held 9,960 shares of Monster Beverage worth $722K as of Q1 2026.
Mount Yale Investment Advisors bought 5,129 Monster Beverage shares in Q1 2026, an estimated $404K.
Monster Beverage made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #598 holding.
Mount Yale Investment Advisors first reported a position in Monster Beverage in Q1 2018 and has held it in 15 quarters since.
Mount Yale Investment Advisors's Monster Beverage position peaked at $1.58M in Q2 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.