Sage Mountain Advisors’s Monster Beverage MNST Stock Holding History

Sage Mountain 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 Q1	–	Sell	-11,123	Closed	-$853K	–	462
2025 Q4	$853K	Buy	11,123 +154	+1%	+$11K	0.05%	187
2025 Q3	$738K	Buy	10,969 +1,273	+13%	+$79.5K	0.04%	205
2025 Q2	$607K	Buy	9,696 +1,500	+18%	+$91.7K	0.04%	211
2025 Q1	$480K	Buy	8,196 +1,595	+24%	+$83.1K	0.04%	230
2024 Q4	$347K	Buy	6,601 +1,666	+34%	+$88.3K	0.03%	264
2024 Q3	$257K	Buy	+4,935	New	+$244K	0.02%	319
2024 Q2	–	Sell	-3,796	Closed	-$225K	–	433
2024 Q1	$225K	Buy	+3,796	New	+$218K	0.02%	299
2023 Q4	–	Sell	-3,954	Closed	-$209K	–	372
2023 Q3	$209K	Buy	3,954 +77	+2%	+$4.38K	0.03%	242
2023 Q2	$223K	Buy	+3,877	New	+$220K	0.03%	232

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Mountain Advisors's MNST Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 11,123 shares — an estimated $853K sold.

Sage Mountain Advisors first reported a position in MNST in Q2 2023 and held it in 9 quarters. The position peaked at $853K in Q4 2025. 1,237 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Sage Mountain Advisors reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 11,123 Monster Beverage shares in Q1 2026, an estimated $853K.
Sage Mountain Advisors first reported a position in Monster Beverage in Q2 2023 and held it in 9 quarters.
Sage Mountain Advisors's Monster Beverage position peaked at $853K in Q4 2025.
1,237 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.