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SHP Wealth Management’s Monster Beverage MNST Stock Holding History

SHP 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
2026
Q2 		$18.9K Buy
392
+144
+58% +$6.05K ﹤0.01% 803
2026
Q1 		$9.02K Buy
248
+74
+43% +$2.92K ﹤0.01% 930
2025
Q4 		$6.71K Buy
+174
New +$6.23K ﹤0.01% 924

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

SHP Wealth Management's MNST Position: Q2 2026 in Review

SHP Wealth Management increased its Monster Beverage (MNST) stake by 58% in Q2 2026, buying an estimated $6.05K and bringing the position to 392 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

SHP Wealth Management first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • SHP Wealth Management held 392 shares of Monster Beverage worth $18.9K as of Q2 2026.
  • SHP Wealth Management bought 144 Monster Beverage shares in Q2 2026, an estimated $6.05K.
  • Monster Beverage made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #803 holding.
  • SHP Wealth Management first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.