Personal CFO Solutions’s Monster Beverage MNST Stock Holding History

Personal CFO Solutions’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 Q1	$521K	Sell	7,188 -394	-5%	-$31.1K	0.07%	246
2025 Q4	$581K	Buy	7,582 +4,219	+125%	+$302K	0.09%	207
2025 Q3	$226K	Sell	3,363 -70	-2%	-$4.37K	0.04%	453
2025 Q2	$215K	Sell	3,433 -417	-11%	-$25.5K	0.04%	451
2025 Q1	$225K	Sell	3,850 -2,192	-36%	-$114K	0.05%	394
2024 Q4	$318K	Buy	6,042 +2,069	+52%	+$110K	0.06%	302
2024 Q3	$207K	Sell	3,973 -862	-18%	-$42.7K	0.03%	531
2024 Q2	$242K	Buy	+4,835	New	+$256K	0.04%	446

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal CFO Solutions's MNST Position: Q1 2026 in Review

Personal CFO Solutions reduced its Monster Beverage (MNST) stake by 5.2% in Q1 2026, selling an estimated $31.1K and leaving 7,188 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #246.

Personal CFO Solutions first reported a position in MNST in Q2 2024 and has held it in 8 quarters since. The position peaked at $581K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Personal CFO Solutions held 7,188 shares of Monster Beverage worth $521K as of Q1 2026.
Personal CFO Solutions sold 394 Monster Beverage shares in Q1 2026, an estimated $31.1K.
Monster Beverage made up 0.07% of Personal CFO Solutions's portfolio in Q1 2026, its #246 holding.
Personal CFO Solutions first reported a position in Monster Beverage in Q2 2024 and has held it in 8 quarters since.
Personal CFO Solutions's Monster Beverage position peaked at $581K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.