Polaris Wealth Advisory Group’s Monster Beverage MNST Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$1.02M	Buy	38,652 +6,312	+20%	+$179K	0.08%	117
2023 Q2	$929K	Sell	32,340 -1,808	-5%	-$51.4K	0.07%	111
2023 Q1	$922K	Sell	34,148 -29,320	-46%	-$752K	0.07%	119
2022 Q4	$1.61M	Sell	63,468 -8,144	-11%	-$197K	0.12%	97
2022 Q3	$1.63M	Buy	71,612 +1,760	+3%	+$40.5K	0.14%	86
2022 Q2	$1.62M	Buy	+69,852	New	+$1.52M	0.13%	79
2021 Q2	–	Sell	-30,276	Closed	-$721K	–	195
2021 Q1	$721K	Buy	+30,276	New	+$678K	0.05%	104

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Polaris Wealth Advisory Group's MNST Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Monster Beverage (MNST) stake by 20% in Q3 2023, buying an estimated $179K and bringing the position to 38,652 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #117.

Polaris Wealth Advisory Group first reported a position in MNST in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2022. 901 funds tracked by Wall St. Rank hold MNST as of Q3 2023.

Polaris Wealth Advisory Group held 38,652 shares of Monster Beverage worth $1.02M as of Q3 2023.
Polaris Wealth Advisory Group bought 6,312 Monster Beverage shares in Q3 2023, an estimated $179K.
Monster Beverage made up 0.08% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #117 holding.
Polaris Wealth Advisory Group first reported a position in Monster Beverage in Q1 2021 and has held it in 7 quarters since.
Polaris Wealth Advisory Group's Monster Beverage position peaked at $1.63M in Q3 2022.
901 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.