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Occidental Asset Management’s Monster Beverage MNST Stock Holding History

Occidental Asset 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
Q1 		$573K Sell
7,902
-1,355
-15% -$107K 0.07% 152
2025
Q4 		$710K Sell
9,257
-2,356
-20% -$169K 0.09% 135
2025
Q3 		$782K Buy
11,613
+1,259
+12% +$78.6K 0.1% 125
2025
Q2 		$649K Buy
10,354
+3,482
+51% +$213K 0.09% 131
2025
Q1 		$402K Buy
+6,872
New +$358K 0.06% 155

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Occidental Asset Management's MNST Position: Q1 2026 in Review

Occidental Asset Management reduced its Monster Beverage (MNST) stake by 15% in Q1 2026, selling an estimated $107K and leaving 7,902 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #152.

Occidental Asset Management first reported a position in MNST in Q1 2025 and has held it in 5 quarters since. The position peaked at $782K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Occidental Asset Management held 7,902 shares of Monster Beverage worth $573K as of Q1 2026.
  • Occidental Asset Management sold 1,355 Monster Beverage shares in Q1 2026, an estimated $107K.
  • Monster Beverage made up 0.07% of Occidental Asset Management's portfolio in Q1 2026, its #152 holding.
  • Occidental Asset Management first reported a position in Monster Beverage in Q1 2025 and has held it in 5 quarters since.
  • Occidental Asset Management's Monster Beverage position peaked at $782K in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.