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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
Q2 		$520K Buy
10,826
+64
+0.6% +$2.69K 0.03% 291
2026
Q1 		$390K Buy
10,762
+98
+0.9% +$3.86K 0.03% 321
2025
Q4 		$409K Sell
10,664
-836
-7% -$30K 0.03% 306
2025
Q3 		$387K Buy
11,500
+392
+4% +$12.2K 0.03% 304
2025
Q2 		$348K Buy
11,108
+1,412
+15% +$43.1K 0.03% 316
2025
Q1 		$284K Buy
9,696
+1,016
+12% +$26.5K 0.02% 341
2024
Q4 		$228K Buy
8,680
+470
+6% +$12.5K 0.02% 369
2024
Q3 		$214K Buy
8,210
+68
+0.8% +$1.69K 0.02% 392
2024
Q2 		$203K Sell
8,142
-68
-0.8% -$1.8K 0.02% 359
2024
Q1 		$243K Buy
8,210
+110
+1% +$3.16K 0.03% 312
2023
Q4 		$233K Sell
8,100
-368
-4% -$9.83K 0.03% 296
2023
Q3 		$224K Buy
8,468
+440
+5% +$12.5K 0.03% 276
2023
Q2 		$231K Buy
+8,028
New +$228K 0.03% 265

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

PDS Planning's MNST Position: Q2 2026 in Review

PDS Planning increased its Monster Beverage (MNST) stake by 0.59% in Q2 2026, buying an estimated $2.69K and bringing the position to 10,826 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #291.

PDS Planning first reported a position in MNST in Q2 2023 and has held it in 13 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • PDS Planning held 10,826 shares of Monster Beverage worth $520K as of Q2 2026.
  • PDS Planning bought 64 Monster Beverage shares in Q2 2026, an estimated $2.69K.
  • Monster Beverage made up 0.03% of PDS Planning's portfolio in Q2 2026, its #291 holding.
  • PDS Planning first reported a position in Monster Beverage in Q2 2023 and has held it in 13 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.