PDS Planning’s Monster Beverage MNST Stock Holding History

PDS Planning’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	$390K	Buy	5,381 +49	+0.9%	+$3.86K	0.03%	321
2025 Q4	$409K	Sell	5,332 -418	-7%	-$29.9K	0.03%	306
2025 Q3	$387K	Buy	5,750 +196	+4%	+$12.2K	0.03%	304
2025 Q2	$348K	Buy	5,554 +706	+15%	+$43.1K	0.03%	316
2025 Q1	$284K	Buy	4,848 +508	+12%	+$26.5K	0.02%	341
2024 Q4	$228K	Buy	4,340 +235	+6%	+$12.5K	0.02%	369
2024 Q3	$214K	Buy	4,105 +34	+0.8%	+$1.68K	0.02%	392
2024 Q2	$203K	Sell	4,071 -34	-0.8%	-$1.8K	0.02%	359
2024 Q1	$243K	Buy	4,105 +55	+1%	+$3.16K	0.03%	312
2023 Q4	$233K	Sell	4,050 -184	-4%	-$9.83K	0.03%	296
2023 Q3	$224K	Buy	4,234 +220	+5%	+$12.5K	0.03%	276
2023 Q2	$231K	Buy	+4,014	New	+$228K	0.03%	265

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

PDS Planning's MNST Position: Q1 2026 in Review

PDS Planning increased its Monster Beverage (MNST) stake by 0.92% in Q1 2026, buying an estimated $3.86K and bringing the position to 5,381 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #321.

PDS Planning first reported a position in MNST in Q2 2023 and has held it in 12 quarters since. The position peaked at $409K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

PDS Planning held 5,381 shares of Monster Beverage worth $390K as of Q1 2026.
PDS Planning bought 49 Monster Beverage shares in Q1 2026, an estimated $3.86K.
Monster Beverage made up 0.03% of PDS Planning's portfolio in Q1 2026, its #321 holding.
PDS Planning first reported a position in Monster Beverage in Q2 2023 and has held it in 12 quarters since.
PDS Planning's Monster Beverage position peaked at $409K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.