Outlook Wealth Advisors’s Monster Beverage MNST Stock Holding History

Outlook Wealth 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	$425K	Sell	5,861 -42	-0.7%	-$3.31K	0.1%	192
2025 Q4	$453K	Sell	5,903 -131	-2%	-$9.39K	0.1%	178
2025 Q3	$406K	Sell	6,034 -1,802	-23%	-$112K	0.1%	179
2025 Q2	$491K	Sell	7,836 -219	-3%	-$13.4K	0.13%	146
2025 Q1	$471K	Buy	8,055 +19	+0.2%	+$990	0.13%	142
2024 Q4	$422K	Buy	8,036 +1,322	+20%	+$70.1K	0.12%	160
2024 Q3	$350K	Buy	6,714 +647	+11%	+$32.1K	0.1%	197
2024 Q2	$303K	Buy	+6,067	New	+$322K	0.09%	214

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

Outlook Wealth Advisors's MNST Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Monster Beverage (MNST) stake by 0.71% in Q1 2026, selling an estimated $3.31K and leaving 5,861 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #192.

Outlook Wealth Advisors first reported a position in MNST in Q2 2024 and has held it in 8 quarters since. The position peaked at $491K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Outlook Wealth Advisors held 5,861 shares of Monster Beverage worth $425K as of Q1 2026.
Outlook Wealth Advisors sold 42 Monster Beverage shares in Q1 2026, an estimated $3.31K.
Monster Beverage made up 0.1% of Outlook Wealth Advisors's portfolio in Q1 2026, its #192 holding.
Outlook Wealth Advisors first reported a position in Monster Beverage in Q2 2024 and has held it in 8 quarters since.
Outlook Wealth Advisors's Monster Beverage position peaked at $491K in Q2 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.