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Shelton Wealth Management’s Monster Beverage MNST Stock Holding History

Shelton Wealth Management’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
2024
Q4 		– Sell
-618
Closed -$16.1K – 157
2024
Q3 		$16.1K Buy
+618
New +$15.3K 0.01% 124
2024
Q2 		– Sell
-11,584
Closed -$343K – 149
2024
Q1 		$343K Buy
11,584
+586
+5% +$16.8K 0.22% 96
2023
Q4 		$317K Buy
+10,998
New +$294K 0.22% 84

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 $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shelton Wealth Management's MNST Position: Q4 2024 in Review

Shelton Wealth Management sold out of Monster Beverage (MNST) in Q4 2024, closing a stake of 618 shares — an estimated $16.1K sold.

Shelton Wealth Management first reported a position in MNST in Q4 2023 and held it in 3 quarters. The position peaked at $343K in Q1 2024. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

  • Shelton Wealth Management reported no remaining Monster Beverage position as of Q4 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 618 Monster Beverage shares in Q4 2024, an estimated $16.1K.
  • Shelton Wealth Management first reported a position in Monster Beverage in Q4 2023 and held it in 3 quarters.
  • Shelton Wealth Management's Monster Beverage position peaked at $343K in Q1 2024.
  • 966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Shelton Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.