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Principia Wealth Advisory’s Monster Beverage MNST Stock Holding History

Principia Wealth Advisory’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 		$11.5K Sell
240
-2,748
-92% -$115K 0.01% 232
2026
Q1 		$108K Buy
2,988
+2,872
+2,476% +$113K 0.06% 102
2025
Q4 		$4.45K Buy
116
+20
+21% +$717 ﹤0.01% 294
2025
Q3 		$3.23K Buy
96
+8
+9% +$250 ﹤0.01% 354
2025
Q2 		$2.76K Buy
88
+28
+47% +$856 ﹤0.01% 325
2025
Q1 		$1.75K Buy
60
+36
+150% +$938 ﹤0.01% 302
2024
Q4 		$631 Buy
+24
New +$636 ﹤0.01% 479

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

Principia Wealth Advisory's MNST Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Monster Beverage (MNST) stake by 92% in Q2 2026, selling an estimated $115K and leaving 240 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #232.

Principia Wealth Advisory first reported a position in MNST in Q4 2024 and has held it in 7 quarters since. The position peaked at $108K in Q1 2026. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Principia Wealth Advisory held 240 shares of Monster Beverage worth $11.5K as of Q2 2026.
  • Principia Wealth Advisory sold 2,748 Monster Beverage shares in Q2 2026, an estimated $115K.
  • Monster Beverage made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #232 holding.
  • Principia Wealth Advisory first reported a position in Monster Beverage in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Monster Beverage position peaked at $108K in Q1 2026.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.