Perigon Wealth Management’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.26M | Buy |
88,686
+1,454
| +2% | +$61.1K | 0.07% | 258 |
|
|
2026
Q1 | $3.16M | Buy |
87,232
+19,680
| +29% | +$776K | 0.06% | 289 |
|
|
2025
Q4 | $2.59M | Buy |
67,552
+3,270
| +5% | +$117K | 0.05% | 316 |
|
|
2025
Q3 | $2.16M | Buy |
64,282
+30,058
| +88% | +$938K | 0.04% | 338 |
|
|
2025
Q2 | $1.07M | Buy |
34,224
+1,654
| +5% | +$50.5K | 0.03% | 447 |
|
|
2025
Q1 | $953K | Sell |
32,570
-798
| -2% | -$20.8K | 0.02% | 460 |
|
|
2024
Q4 | $828K | Sell |
33,368
-3,734
| -10% | -$99K | 0.02% | 496 |
|
|
2024
Q3 | $968K | Sell |
37,102
-1,002
| -3% | -$24.8K | 0.03% | 442 |
|
|
2024
Q2 | $952K | Buy |
38,104
+764
| +2% | +$20.2K | 0.03% | 389 |
|
|
2024
Q1 | $1.11M | Buy |
37,340
+352
| +1% | +$10.1K | 0.03% | 351 |
|
|
2023
Q4 | $1.07M | Buy |
36,988
+966
| +3% | +$25.8K | 0.03% | 328 |
|
|
2023
Q3 | $954K | Sell |
36,022
-98
| -0.3% | -$2.79K | 0.04% | 319 |
|
|
2023
Q2 | $1.04M | Buy |
36,120
+1,994
| +6% | +$56.7K | 0.04% | 314 |
|
|
2023
Q1 | $922K | Sell |
34,126
-634
| -2% | -$16.3K | 0.05% | 283 |
|
|
2022
Q4 | $882K | Buy |
34,760
+8
| +0% | +$194 | 0.05% | 290 |
|
|
2022
Q3 | $756K | Sell |
34,752
-3,048
| -8% | -$70.2K | 0.07% | 252 |
|
|
2022
Q2 | $876K | Buy |
37,800
+2,716
| +8% | +$59.1K | 0.07% | 225 |
|
|
2022
Q1 | $701K | Sell |
35,084
-296
| -0.8% | -$6.21K | 0.05% | 289 |
|
|
2021
Q4 | $849K | Buy |
35,380
+1,068
| +3% | +$23.7K | 0.06% | 243 |
|
|
2021
Q3 | $762K | Buy |
34,312
+3,340
| +11% | +$78.9K | 0.07% | 233 |
|
|
2021
Q2 | $707K | Buy |
30,972
+2,304
| +8% | +$54.1K | 0.06% | 246 |
|
|
2021
Q1 | $653K | Buy |
28,668
+7,616
| +36% | +$171K | 0.07% | 244 |
|
|
2020
Q4 | $487K | Buy |
21,052
+2,664
| +14% | +$56K | 0.06% | 257 |
|
|
2020
Q3 | $369K | Sell |
18,388
-184
| -1% | -$3.63K | 0.05% | 268 |
|
|
2020
Q2 | $322K | Buy |
+18,572
| New | +$303K | 0.05% | 256 |
|
|
2017
Q4 | – | Sell |
-14,088
| Closed | -$195K | – | 650 |
|
|
2017
Q3 | $195K | Sell |
14,088
-24,936
| -64% | -$336K | 0.06% | 202 |
|
|
2017
Q2 | $485K | Sell |
39,024
-120
| -0.3% | -$1.45K | 0.11% | 174 |
|
|
2017
Q1 | $452K | Hold |
39,144
| – | – | 0.1% | 186 |
|
|
2016
Q4 | $470K | Sell |
39,144
-1,620
| -4% | -$18.5K | 0.1% | 181 |
|
|
2016
Q3 | $499K | Hold |
40,764
| – | – | 0.13% | 149 |
|
|
2016
Q2 | $546K | Sell |
40,764
-2,484
| -6% | -$30K | 0.15% | 137 |
|
|
2016
Q1 | $465K | Hold |
43,248
| – | – | 0.15% | 112 |
|
|
2015
Q4 | $537K | Sell |
43,248
-2,844
| -6% | -$34.3K | 0.15% | 134 |
|
|
2015
Q3 | $519K | Buy |
46,092
+1,272
| +3% | +$14.9K | 0.15% | 132 |
|
|
2015
Q2 | $501K | Buy |
44,820
+852
| +2% | +$9.51K | 0.13% | 142 |
|
|
2015
Q1 | $507K | Buy |
+43,968
| New | +$460K | 0.14% | 143 |
|
Other funds holding MNST
Perigon Wealth Management's MNST Position: Q2 2026 in Review
Perigon Wealth Management increased its Monster Beverage (MNST) stake by 1.7% in Q2 2026, buying an estimated $61.1K and bringing the position to 88,686 shares worth $4.26M. The position accounts for 0.07% of the portfolio, ranked #258.
Perigon Wealth Management first reported a position in MNST in Q1 2015 and has held it in 36 quarters since. 1,371 funds tracked by Wall St. Rank hold MNST as of Q2 2026.
- Perigon Wealth Management held 88,686 shares of Monster Beverage worth $4.26M as of Q2 2026.
- Perigon Wealth Management bought 1,454 Monster Beverage shares in Q2 2026, an estimated $61.1K.
- Monster Beverage made up 0.07% of Perigon Wealth Management's portfolio in Q2 2026, its #258 holding.
- Perigon Wealth Management first reported a position in Monster Beverage in Q1 2015 and has held it in 36 quarters since.
- 1,371 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.