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Mowery & Schoenfeld Wealth Management’s Monster Beverage MNST Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-120
Closed -$6.31K – 531
2024
Q4 		$6.31K Buy
+120
New +$6.36K 0.01% 279

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MNST Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Monster Beverage (MNST) in Q1 2025, closing a stake of 120 shares — an estimated $6.31K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MNST in Q4 2024 and held it in 1 quarter. The position peaked at $6.31K in Q4 2024. 989 funds tracked by Wall St. Rank hold MNST as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Monster Beverage position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 120 Monster Beverage shares in Q1 2025, an estimated $6.31K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Monster Beverage in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Monster Beverage position peaked at $6.31K in Q4 2024.
  • 989 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.