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Secured Retirement Advisors’s Monster Beverage MNST Stock Holding History

Secured Retirement 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 		– Sell
-17,270
Closed -$454K – 150
2024
Q4 		$454K Sell
17,270
-25,554
-60% -$677K 0.26% 109
2024
Q3 		$1.12M Buy
42,824
+3,060
+8% +$75.8K 0.8% 48
2024
Q2 		$993K Buy
39,764
+4,076
+11% +$108K 0.77% 50
2024
Q1 		$1.06M Buy
35,688
+2,528
+8% +$72.7K 0.9% 46
2023
Q4 		$955K Buy
+33,160
New +$886K 0.92% 45

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

Secured Retirement Advisors's MNST Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Monster Beverage (MNST) in Q1 2025, closing a stake of 17,270 shares — an estimated $454K sold.

Secured Retirement Advisors first reported a position in MNST in Q4 2023 and held it in 5 quarters. The position peaked at $1.12M in Q3 2024. 991 funds tracked by Wall St. Rank hold MNST as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Monster Beverage position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 17,270 Monster Beverage shares in Q1 2025, an estimated $454K.
  • Secured Retirement Advisors first reported a position in Monster Beverage in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Monster Beverage position peaked at $1.12M in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2025.

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