Personal Capital Advisors’s Monster Beverage MNST Stock Holding History

Personal Capital 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
2022 Q4	$89.6M	Buy	3,529,020 +64,316	+2%	+$1.56M	0.44%	51
2022 Q3	$75.3M	Buy	3,464,704 +83,524	+2%	+$1.92M	0.41%	55
2022 Q2	$78.4M	Buy	3,381,180 +141,604	+4%	+$3.08M	0.41%	46
2022 Q1	$64.7M	Buy	3,239,576 +283,684	+10%	+$5.95M	0.3%	79
2021 Q4	$71.1M	Buy	2,955,892 +133,456	+5%	+$2.97M	0.33%	70
2021 Q3	$62.7M	Buy	2,822,436 +179,592	+7%	+$4.24M	0.31%	74
2021 Q2	$60.4M	Buy	2,642,844 +261,588	+11%	+$6.14M	0.31%	76
2021 Q1	$54.2M	Buy	2,381,256 +543,376	+30%	+$12.2M	0.31%	80
2020 Q4	$42.5M	Buy	+1,837,880	New	+$38.6M	0.27%	89

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Personal Capital Advisors's MNST Position: Q4 2022 in Review

Personal Capital Advisors increased its Monster Beverage (MNST) stake by 1.9% in Q4 2022, buying an estimated $1.56M and bringing the position to 3,529,020 shares worth $89.6M. The position accounts for 0.44% of the portfolio, ranked #51.

Personal Capital Advisors first reported a position in MNST in Q4 2020 and has held it in 9 quarters since. 825 funds tracked by Wall St. Rank hold MNST as of Q4 2022.

Personal Capital Advisors held 3,529,020 shares of Monster Beverage worth $89.6M as of Q4 2022.
Personal Capital Advisors bought 64,316 Monster Beverage shares in Q4 2022, an estimated $1.56M.
Monster Beverage made up 0.44% of Personal Capital Advisors's portfolio in Q4 2022, its #51 holding.
Personal Capital Advisors first reported a position in Monster Beverage in Q4 2020 and has held it in 9 quarters since.
825 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.