SAI
MNST icon

Savvy Advisors Inc’s Monster Beverage MNST Stock Holding History

Savvy Advisors Inc’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 		$845K Sell
17,586
-5,920
-25% -$249K 0.02% 583
2026
Q1 		$852K Buy
23,506
+1,306
+6% +$51.5K 0.02% 479
2025
Q4 		$851K Buy
22,200
+1,616
+8% +$57.9K 0.03% 403
2025
Q3 		$693K Buy
20,584
+10,730
+109% +$335K 0.03% 345
2025
Q2 		$309K Buy
9,854
+2,166
+28% +$66.2K 0.02% 483
2025
Q1 		$225K Buy
+7,688
New +$200K 0.02% 465

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's MNST Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Monster Beverage (MNST) stake by 25% in Q2 2026, selling an estimated $249K and leaving 17,586 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #583.

Savvy Advisors Inc first reported a position in MNST in Q1 2025 and has held it in 6 quarters since. The position peaked at $852K in Q1 2026. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Savvy Advisors Inc held 17,586 shares of Monster Beverage worth $845K as of Q2 2026.
  • Savvy Advisors Inc sold 5,920 Monster Beverage shares in Q2 2026, an estimated $249K.
  • Monster Beverage made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #583 holding.
  • Savvy Advisors Inc first reported a position in Monster Beverage in Q1 2025 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Monster Beverage position peaked at $852K in Q1 2026.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.