Regent Peak Wealth Advisors’s Monster Beverage MNST Stock Holding History

Regent Peak Wealth Advisors’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	$562K	Buy	5,848 +101	+2%	+$8.49K	0.1%	87
2026 Q1	$416K	Buy	5,747 +143	+3%	+$11.3K	0.08%	107
2025 Q4	$430K	Buy	5,604 +397	+8%	+$28.4K	0.08%	107
2025 Q3	$350K	Buy	+5,207	New	+$325K	0.07%	120
2025 Q1	$261K	Buy	4,464 +528	+13%	+$27.5K	0.06%	134
2024 Q4	$207K	Buy	+3,936	New	+$209K	0.05%	164
2024 Q2	–	Sell	-3,806	Closed	-$226K	–	173
2024 Q1	$226K	Buy	3,806 +16	+0.4%	+$920	0.06%	148
2023 Q4	$218K	Buy	+3,790	New	+$203K	0.06%	147
2023 Q3	–	Sell	-3,708	Closed	-$213K	–	165
2023 Q2	$213K	Sell	3,708 -12	-0.3%	-$682	0.06%	143
2023 Q1	$201K	Buy	+3,720	New	+$191K	0.06%	154
2021 Q1	–	Sell	-3,014	Closed	-$139K	–	651
2020 Q4	$139K	Buy	+3,014	New	+$127K	0.05%	177

Other funds holding MNST

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Regent Peak Wealth Advisors's MNST Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Monster Beverage (MNST) stake by 1.8% in Q2 2026, buying an estimated $8.49K and bringing the position to 5,848 shares worth $562K. The position accounts for 0.1% of the portfolio, ranked #87.

Regent Peak Wealth Advisors first reported a position in MNST in Q4 2020 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Regent Peak Wealth Advisors held 5,848 shares of Monster Beverage worth $562K as of Q2 2026.
Regent Peak Wealth Advisors bought 101 Monster Beverage shares in Q2 2026, an estimated $8.49K.
Monster Beverage made up 0.1% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Regent Peak Wealth Advisors first reported a position in Monster Beverage in Q4 2020 and has held it in 11 quarters since.
217 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.