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Pinnacle Wealth Planning Services’s Monster Beverage MNST Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$626K Buy
13,032
+2
+0% +$84 0.06% 189
2026
Q1 		$472K Sell
13,030
-466
-3% -$18.4K 0.05% 224
2025
Q4 		$517K Sell
13,496
-886
-6% -$31.7K 0.05% 207
2025
Q3 		$484K Sell
14,382
-844
-6% -$26.3K 0.06% 218
2025
Q2 		$477K Buy
15,226
+788
+5% +$24.1K 0.06% 203
2025
Q1 		$422K Sell
14,438
-256
-2% -$6.67K 0.06% 191
2024
Q4 		$386K Sell
14,694
-2,054
-12% -$54.4K 0.06% 201
2024
Q3 		$437K Sell
16,748
-322
-2% -$7.98K 0.06% 212
2024
Q2 		$426K Sell
17,070
-268
-2% -$7.1K 0.06% 209
2024
Q1 		$514K Sell
17,338
-76
-0.4% -$2.18K 0.08% 183
2023
Q4 		$502K Sell
17,414
-306
-2% -$8.18K 0.08% 173
2023
Q3 		$469K Sell
17,720
-1,496
-8% -$42.5K 0.08% 173
2023
Q2 		$552K Sell
19,216
-1,308
-6% -$37.2K 0.09% 153
2023
Q1 		$554K Buy
20,524
+80
+0.4% +$2.05K 0.09% 158
2022
Q4 		$519K Buy
20,444
+412
+2% +$9.98K 0.09% 155
2022
Q3 		$436K Buy
20,032
+12
+0.1% +$276 0.08% 161
2022
Q2 		$464K Buy
20,020
+2,684
+15% +$58.4K 0.08% 168
2022
Q1 		$346K Buy
17,336
+2,080
+14% +$43.6K 0.06% 245
2021
Q4 		$366K Buy
15,256
+1,288
+9% +$28.6K 0.07% 221
2021
Q3 		$310K Buy
13,968
+36
+0.3% +$851 0.07% 237
2021
Q2 		$319K Buy
13,932
+1,356
+11% +$31.8K 0.07% 221
2021
Q1 		$286K Buy
12,576
+1,004
+9% +$22.5K 0.07% 228
2020
Q4 		$268K Buy
11,572
+608
+6% +$12.8K 0.06% 219
2020
Q3 		$220K Buy
+10,964
New +$217K 0.07% 217

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's MNST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Monster Beverage (MNST) stake by 0.02% in Q2 2026, buying an estimated $84 and bringing the position to 13,032 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #189.

Pinnacle Wealth Planning Services first reported a position in MNST in Q3 2020 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 13,032 shares of Monster Beverage worth $626K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Monster Beverage shares in Q2 2026, an estimated $84.
  • Monster Beverage made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #189 holding.
  • Pinnacle Wealth Planning Services first reported a position in Monster Beverage in Q3 2020 and has held it in 24 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.