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
Q1 | $3.16M | Buy |
43,616
+9,840
| +29% | +$776K | 0.06% | 289 |
|
|
2025
Q4 | $2.59M | Buy |
33,776
+1,635
| +5% | +$117K | 0.05% | 316 |
|
|
2025
Q3 | $2.16M | Buy |
32,141
+15,029
| +88% | +$938K | 0.04% | 338 |
|
|
2025
Q2 | $1.07M | Buy |
17,112
+827
| +5% | +$50.5K | 0.03% | 447 |
|
|
2025
Q1 | $953K | Sell |
16,285
-399
| -2% | -$20.8K | 0.02% | 460 |
|
|
2024
Q4 | $828K | Sell |
16,684
-1,867
| -10% | -$99K | 0.02% | 496 |
|
|
2024
Q3 | $968K | Sell |
18,551
-501
| -3% | -$24.8K | 0.03% | 442 |
|
|
2024
Q2 | $952K | Buy |
19,052
+382
| +2% | +$20.2K | 0.03% | 389 |
|
|
2024
Q1 | $1.11M | Buy |
18,670
+176
| +1% | +$10.1K | 0.03% | 351 |
|
|
2023
Q4 | $1.07M | Buy |
18,494
+483
| +3% | +$25.8K | 0.03% | 328 |
|
|
2023
Q3 | $954K | Sell |
18,011
-49
| -0.3% | -$2.78K | 0.04% | 319 |
|
|
2023
Q2 | $1.04M | Buy |
18,060
+997
| +6% | +$56.7K | 0.04% | 314 |
|
|
2023
Q1 | $922K | Sell |
17,063
-317
| -2% | -$16.3K | 0.05% | 283 |
|
|
2022
Q4 | $882K | Buy |
17,380
+4
| +0% | +$194 | 0.05% | 290 |
|
|
2022
Q3 | $756K | Sell |
17,376
-1,524
| -8% | -$70.2K | 0.07% | 252 |
|
|
2022
Q2 | $876K | Buy |
18,900
+1,358
| +8% | +$59.1K | 0.07% | 225 |
|
|
2022
Q1 | $701K | Sell |
17,542
-148
| -0.8% | -$6.21K | 0.05% | 289 |
|
|
2021
Q4 | $849K | Buy |
17,690
+534
| +3% | +$23.7K | 0.06% | 243 |
|
|
2021
Q3 | $762K | Buy |
17,156
+1,670
| +11% | +$78.9K | 0.07% | 233 |
|
|
2021
Q2 | $707K | Buy |
15,486
+1,152
| +8% | +$54.1K | 0.06% | 246 |
|
|
2021
Q1 | $653K | Buy |
14,334
+3,808
| +36% | +$171K | 0.07% | 244 |
|
|
2020
Q4 | $487K | Buy |
10,526
+1,332
| +14% | +$56K | 0.06% | 257 |
|
|
2020
Q3 | $369K | Sell |
9,194
-92
| -1% | -$3.63K | 0.05% | 268 |
|
|
2020
Q2 | $322K | Buy |
+9,286
| New | +$303K | 0.05% | 256 |
|
|
2017
Q4 | – | Sell |
-7,044
| Closed | -$195K | – | 650 |
|
|
2017
Q3 | $195K | Sell |
7,044
-12,468
| -64% | -$336K | 0.06% | 202 |
|
|
2017
Q2 | $485K | Sell |
19,512
-60
| -0.3% | -$1.45K | 0.11% | 174 |
|
|
2017
Q1 | $452K | Hold |
19,572
| – | – | 0.1% | 186 |
|
|
2016
Q4 | $470K | Sell |
19,572
-810
| -4% | -$18.5K | 0.1% | 181 |
|
|
2016
Q3 | $499K | Hold |
20,382
| – | – | 0.13% | 149 |
|
|
2016
Q2 | $546K | Sell |
20,382
-1,242
| -6% | -$30K | 0.15% | 137 |
|
|
2016
Q1 | $465K | Hold |
21,624
| – | – | 0.15% | 112 |
|
|
2015
Q4 | $537K | Sell |
21,624
-1,422
| -6% | -$34.3K | 0.15% | 134 |
|
|
2015
Q3 | $519K | Buy |
23,046
+636
| +3% | +$14.9K | 0.15% | 132 |
|
|
2015
Q2 | $501K | Buy |
22,410
+426
| +2% | +$9.51K | 0.13% | 142 |
|
|
2015
Q1 | $507K | Buy |
+21,984
| New | +$460K | 0.14% | 143 |
|
Other funds holding MNST
VCM
VPM
Perigon Wealth Management's MNST Position: Q1 2026 in Review
Perigon Wealth Management increased its Monster Beverage (MNST) stake by 29% in Q1 2026, buying an estimated $776K and bringing the position to 43,616 shares worth $3.16M. The position accounts for 0.06% of the portfolio, ranked #289.
Perigon Wealth Management first reported a position in MNST in Q1 2015 and has held it in 35 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.
- Perigon Wealth Management held 43,616 shares of Monster Beverage worth $3.16M as of Q1 2026.
- Perigon Wealth Management bought 9,840 Monster Beverage shares in Q1 2026, an estimated $776K.
- Monster Beverage made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #289 holding.
- Perigon Wealth Management first reported a position in Monster Beverage in Q1 2015 and has held it in 35 quarters since.
- 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.