PWAM
MNST icon

Private Wealth Asset Management’s Monster Beverage MNST Stock Holding History

Private Wealth Asset Management’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 		$268K Buy
3,696
+116
+3% +$9.15K 0.03% 230
2025
Q4 		$274K Hold
3,580
– – 0.03% 230
2025
Q3 		$241K Hold
3,580
– – 0.03% 220
2025
Q2 		$224K Sell
3,580
-38
-1% -$2.32K 0.03% 223
2025
Q1 		$212K Buy
+3,618
New +$189K 0.03% 223

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

Private Wealth Asset Management's MNST Position: Q1 2026 in Review

Private Wealth Asset Management increased its Monster Beverage (MNST) stake by 3.2% in Q1 2026, buying an estimated $9.15K and bringing the position to 3,696 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #230.

Private Wealth Asset Management first reported a position in MNST in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Private Wealth Asset Management held 3,696 shares of Monster Beverage worth $268K as of Q1 2026.
  • Private Wealth Asset Management bought 116 Monster Beverage shares in Q1 2026, an estimated $9.15K.
  • Monster Beverage made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #230 holding.
  • Private Wealth Asset Management first reported a position in Monster Beverage in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Monster Beverage position peaked at $274K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.