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Petros Family Wealth’s Monster Beverage MNST Stock Holding History

Petros Family Wealth’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 		$294K Sell
4,063
-2,128
-34% -$168K 0.21% 102
2025
Q4 		$475K Sell
6,191
-48
-0.8% -$3.44K 0.32% 82
2025
Q3 		$420K Buy
6,239
+389
+7% +$24.3K 0.35% 76
2025
Q2 		$366K Buy
+5,850
New +$357K 0.33% 86

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Petros Family Wealth's MNST Position: Q1 2026 in Review

Petros Family Wealth reduced its Monster Beverage (MNST) stake by 34% in Q1 2026, selling an estimated $168K and leaving 4,063 shares worth $294K. The position accounts for 0.21% of the portfolio, ranked #102.

Petros Family Wealth first reported a position in MNST in Q2 2025 and has held it in 4 quarters since. The position peaked at $475K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Petros Family Wealth held 4,063 shares of Monster Beverage worth $294K as of Q1 2026.
  • Petros Family Wealth sold 2,128 Monster Beverage shares in Q1 2026, an estimated $168K.
  • Monster Beverage made up 0.21% of Petros Family Wealth's portfolio in Q1 2026, its #102 holding.
  • Petros Family Wealth first reported a position in Monster Beverage in Q2 2025 and has held it in 4 quarters since.
  • Petros Family Wealth's Monster Beverage position peaked at $475K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.