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Pension & Wealth Management Advisors’s Monster Beverage MNST Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-188
Closed -$5.08K – 300
2023
Q1 		$5.08K Buy
+188
New +$4.82K ﹤0.01% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's MNST Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Monster Beverage (MNST) in Q2 2023, closing a stake of 188 shares — an estimated $5.08K sold.

Pension & Wealth Management Advisors first reported a position in MNST in Q1 2023 and held it in 1 quarter. The position peaked at $5.08K in Q1 2023. 896 funds tracked by Wall St. Rank hold MNST as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining Monster Beverage position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 188 Monster Beverage shares in Q2 2023, an estimated $5.08K.
  • Pension & Wealth Management Advisors first reported a position in Monster Beverage in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Monster Beverage position peaked at $5.08K in Q1 2023.
  • 896 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.