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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
Q1 		$472K Sell
6,515
-233
-3% -$18.4K 0.05% 224
2025
Q4 		$517K Sell
6,748
-443
-6% -$31.7K 0.05% 207
2025
Q3 		$484K Sell
7,191
-422
-6% -$26.3K 0.06% 218
2025
Q2 		$477K Buy
7,613
+394
+5% +$24.1K 0.06% 203
2025
Q1 		$422K Sell
7,219
-128
-2% -$6.67K 0.06% 191
2024
Q4 		$386K Sell
7,347
-1,027
-12% -$54.4K 0.06% 201
2024
Q3 		$437K Sell
8,374
-161
-2% -$7.98K 0.06% 212
2024
Q2 		$426K Sell
8,535
-134
-2% -$7.1K 0.06% 209
2024
Q1 		$514K Sell
8,669
-38
-0.4% -$2.18K 0.08% 183
2023
Q4 		$502K Sell
8,707
-153
-2% -$8.18K 0.08% 173
2023
Q3 		$469K Sell
8,860
-748
-8% -$42.5K 0.08% 173
2023
Q2 		$552K Sell
9,608
-654
-6% -$37.2K 0.09% 153
2023
Q1 		$554K Buy
10,262
+40
+0.4% +$2.05K 0.09% 158
2022
Q4 		$519K Buy
10,222
+206
+2% +$9.98K 0.09% 155
2022
Q3 		$436K Buy
10,016
+6
+0.1% +$276 0.08% 161
2022
Q2 		$464K Buy
10,010
+1,342
+15% +$58.4K 0.08% 168
2022
Q1 		$346K Buy
8,668
+1,040
+14% +$43.6K 0.06% 245
2021
Q4 		$366K Buy
7,628
+644
+9% +$28.6K 0.07% 221
2021
Q3 		$310K Buy
6,984
+18
+0.3% +$851 0.07% 237
2021
Q2 		$319K Buy
6,966
+678
+11% +$31.8K 0.07% 221
2021
Q1 		$286K Buy
6,288
+502
+9% +$22.5K 0.07% 228
2020
Q4 		$268K Buy
5,786
+304
+6% +$12.8K 0.06% 219
2020
Q3 		$220K Buy
+5,482
New +$217K 0.07% 217

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

Pinnacle Wealth Planning Services's MNST Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Monster Beverage (MNST) stake by 3.5% in Q1 2026, selling an estimated $18.4K and leaving 6,515 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #224.

Pinnacle Wealth Planning Services first reported a position in MNST in Q3 2020 and has held it in 23 quarters since. The position peaked at $554K in Q1 2023. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,515 shares of Monster Beverage worth $472K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 233 Monster Beverage shares in Q1 2026, an estimated $18.4K.
  • Monster Beverage made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #224 holding.
  • Pinnacle Wealth Planning Services first reported a position in Monster Beverage in Q3 2020 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's Monster Beverage position peaked at $554K in Q1 2023.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.