Outlook Wealth Advisors
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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
Q3 		$457K Sell
10,971
-535
-5% -$24.8K 0.1% 202
2026
Q2 		$553K Sell
11,506
-216
-2% -$9.08K 0.12% 162
2026
Q1 		$425K Sell
11,722
-84
-0.7% -$3.31K 0.1% 192
2025
Q4 		$453K Sell
11,806
-262
-2% -$9.39K 0.1% 178
2025
Q3 		$406K Sell
12,068
-3,604
-23% -$112K 0.1% 179
2025
Q2 		$491K Sell
15,672
-438
-3% -$13.4K 0.13% 146
2025
Q1 		$471K Buy
16,110
+38
+0.2% +$990 0.13% 142
2024
Q4 		$422K Buy
16,072
+2,644
+20% +$70.1K 0.12% 160
2024
Q3 		$350K Buy
13,428
+1,294
+11% +$32.1K 0.1% 197
2024
Q2 		$303K Buy
+12,134
New +$322K 0.09% 214

Other funds holding MNST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Outlook Wealth Advisors's MNST Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its Monster Beverage (MNST) stake by 4.6% in Q3 2026, selling an estimated $24.8K and leaving 10,971 shares worth $457K. The position accounts for 0.1% of the portfolio, ranked #202.

Outlook Wealth Advisors first reported a position in MNST in Q2 2024 and has held it in 10 quarters since. The position peaked at $553K in Q2 2026. 697 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Outlook Wealth Advisors held 10,971 shares of Monster Beverage worth $457K as of Q3 2026.
  • Outlook Wealth Advisors sold 535 Monster Beverage shares in Q3 2026, an estimated $24.8K.
  • Monster Beverage made up 0.1% of Outlook Wealth Advisors's portfolio in Q3 2026, its #202 holding.
  • Outlook Wealth Advisors first reported a position in Monster Beverage in Q2 2024 and has held it in 10 quarters since.
  • Outlook Wealth Advisors's Monster Beverage position peaked at $553K in Q2 2026.
  • 697 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.