SageView Advisory Group’s Monster Beverage MNST Stock Holding History

SageView 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
2026 Q1	–	Sell	-3,192	Closed	-$122K	–	1725
2025 Q4	$122K	Buy	+3,192	New	+$114K	﹤0.01%	763

Other funds holding MNST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's MNST Position: Q1 2026 in Review

SageView Advisory Group sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 3,192 shares — an estimated $122K sold.

SageView Advisory Group first reported a position in MNST in Q4 2025 and held it in 1 quarter. The position peaked at $122K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

SageView Advisory Group reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,192 Monster Beverage shares in Q1 2026, an estimated $122K.
SageView Advisory Group first reported a position in Monster Beverage in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Monster Beverage position peaked at $122K in Q4 2025.
1,244 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.