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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Outlook Wealth Advisors's MNST Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Monster Beverage (MNST) stake by 1.8% in Q2 2026, selling an estimated $9.08K and leaving 11,506 shares worth $553K. The position accounts for 0.12% of the portfolio, ranked #162.

Outlook Wealth Advisors first reported a position in MNST in Q2 2024 and has held it in 9 quarters since. 1,372 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Outlook Wealth Advisors held 11,506 shares of Monster Beverage worth $553K as of Q2 2026.
  • Outlook Wealth Advisors sold 216 Monster Beverage shares in Q2 2026, an estimated $9.08K.
  • Monster Beverage made up 0.12% of Outlook Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Outlook Wealth Advisors first reported a position in Monster Beverage in Q2 2024 and has held it in 9 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.