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SFA
Sequoia Financial Advisors’s
Monster Beverage
MNST
Stock Holding History
Sequoia Financial 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
$5.61M
Buy
77,485
+5,602
+8%
+$442K
0.03%
297
2025
Q4
$5.51M
Buy
71,883
+10,506
+17%
+$753K
0.03%
308
2025
Q3
$4.13M
Buy
61,377
+385
+0.6%
+$24K
0.03%
339
2025
Q2
$3.82M
Buy
60,992
+10,151
+20%
+$620K
0.03%
329
2025
Q1
$2.98M
Sell
50,841
-11,591
-19%
-$604K
0.02%
359
2024
Q4
$3.28M
Buy
62,432
+15,346
+33%
+$813K
0.03%
316
2024
Q3
$2.46M
Buy
47,086
+68
+0.1%
+$3.37K
0.03%
334
2024
Q2
$2.35M
Sell
47,018
-535
-1%
-$28.4K
0.03%
297
2024
Q1
$2.82M
Sell
47,553
-5,013
-10%
-$288K
0.04%
274
2023
Q4
$3.03M
Buy
52,566
+8,850
+20%
+$473K
0.04%
276
2023
Q3
$2.31M
Buy
43,716
+215
+0.5%
+$12.2K
0.04%
212
2023
Q2
$2.5M
Buy
43,501
+641
+1%
+$36.5K
0.04%
211
2023
Q1
$2.31M
Buy
42,860
+15,518
+57%
+$796K
0.05%
202
2022
Q4
$1.39M
Buy
+27,342
New
+$1.32M
0.03%
243
2022
Q3
–
Sell
-7,232
Closed
-$335K
–
566
2022
Q2
$335K
Buy
7,232
+530
+8%
+$23.1K
0.01%
408
2022
Q1
$268K
Buy
6,702
+1,304
+24%
+$54.7K
0.01%
534
2021
Q4
$259K
Buy
+5,398
New
+$240K
0.01%
476
Other funds holding MNST
BlackRock
New York
$5.7T 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
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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