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Schechter Investment Advisors’s Monster Beverage MNST Stock Holding History

Schechter Investment 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
2025
Q1 		$368K Buy
12,576
+76
+0.6% +$1.98K 0.03% 433
2024
Q4 		$329K Buy
12,500
+30
+0.2% +$795 0.03% 468
2024
Q3 		$325K Sell
12,470
-922
-7% -$22.8K 0.02% 482
2024
Q2 		$334K Sell
13,392
-2,014
-13% -$53.4K 0.03% 454
2024
Q1 		$457K Buy
15,406
+116
+0.8% +$3.33K 0.03% 397
2023
Q4 		$440K Buy
15,290
+1,708
+13% +$45.6K 0.04% 377
2023
Q3 		$360K Buy
13,582
+70
+0.5% +$1.99K 0.03% 410
2023
Q2 		$388K Sell
13,512
-252
-2% -$7.17K 0.03% 434
2023
Q1 		$372K Buy
13,764
+416
+3% +$10.7K 0.03% 476
2022
Q4 		$339K Buy
13,348
+360
+3% +$8.72K 0.03% 598
2022
Q3 		$282K Sell
12,988
-1,700
-12% -$39.2K 0.03% 727
2022
Q2 		$341K Buy
14,688
+3,104
+27% +$67.5K 0.03% 656
2022
Q1 		$231K Buy
11,584
+376
+3% +$7.89K 0.02% 793
2021
Q4 		$269K Buy
+11,208
New +$249K 0.02% 707

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schechter Investment Advisors's MNST Position: Q1 2025 in Review

Schechter Investment Advisors increased its Monster Beverage (MNST) stake by 0.61% in Q1 2025, buying an estimated $1.98K and bringing the position to 12,576 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #433.

Schechter Investment Advisors first reported a position in MNST in Q4 2021 and has held it in 14 quarters since. The position peaked at $457K in Q1 2024. 991 funds tracked by Wall St. Rank hold MNST as of Q1 2025.

  • Schechter Investment Advisors held 12,576 shares of Monster Beverage worth $368K as of Q1 2025.
  • Schechter Investment Advisors bought 76 Monster Beverage shares in Q1 2025, an estimated $1.98K.
  • Monster Beverage made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #433 holding.
  • Schechter Investment Advisors first reported a position in Monster Beverage in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Monster Beverage position peaked at $457K in Q1 2024.
  • 991 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.