Naviter Wealth’s Monster Beverage MNST Stock Holding History

Naviter Wealth’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	$208K	Buy	2,866 +6	+0.2%	+$473	0.03%	264
2025 Q4	$219K	Buy	+2,860	New	+$205K	0.03%	261
2022 Q4	–	Sell	-5,402	Closed	-$235K	–	200
2022 Q3	$235K	Buy	5,402 +254	+5%	+$11.7K	0.1%	173
2022 Q2	$239K	Sell	5,148 -98,212	-95%	-$4.27M	0.1%	171
2022 Q1	$4.13M	Buy	103,360 +11,904	+13%	+$499K	1.38%	19
2021 Q4	$4.39M	Buy	+91,456	New	+$4.07M	1.31%	22

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

Naviter Wealth's MNST Position: Q1 2026 in Review

Naviter Wealth increased its Monster Beverage (MNST) stake by 0.21% in Q1 2026, buying an estimated $473 and bringing the position to 2,866 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #264.

Naviter Wealth first reported a position in MNST in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.39M in Q4 2021. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Naviter Wealth held 2,866 shares of Monster Beverage worth $208K as of Q1 2026.
Naviter Wealth bought 6 Monster Beverage shares in Q1 2026, an estimated $473.
Monster Beverage made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #264 holding.
Naviter Wealth first reported a position in Monster Beverage in Q4 2021 and has held it in 6 quarters since.
Naviter Wealth's Monster Beverage position peaked at $4.39M in Q4 2021.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.