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Pacific Capital Wealth Advisors’s Monster Beverage MNST Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-82
Closed -$2.15K – 254
2024
Q4 		$2.15K Sell
82
-68
-45% -$1.8K ﹤0.01% 346
2024
Q3 		$3.91K Buy
150
+52
+53% +$1.29K ﹤0.01% 359
2024
Q2 		$2.45K Buy
+98
New +$2.6K ﹤0.01% 429

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Capital Wealth Advisors's MNST Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Monster Beverage (MNST) in Q1 2025, closing a stake of 82 shares — an estimated $2.15K sold.

Pacific Capital Wealth Advisors first reported a position in MNST in Q2 2024 and held it in 3 quarters. The position peaked at $3.91K in Q3 2024. 991 funds tracked by Wall St. Rank hold MNST as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Monster Beverage position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 82 Monster Beverage shares in Q1 2025, an estimated $2.15K.
  • Pacific Capital Wealth Advisors first reported a position in Monster Beverage in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Monster Beverage position peaked at $3.91K in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.