Simplicity Wealth’s Monster Beverage MNST Stock Holding History

Simplicity Wealth’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	$882K	Buy	18,356 +1,348	+8%	+$56.6K	0.03%	463
2026 Q1	$616K	Buy	17,008 +1,242	+8%	+$49K	0.03%	408
2025 Q4	$604K	Sell	15,766 -2,064	-12%	-$73.9K	0.04%	387
2025 Q3	$600K	Buy	17,830 +90	+0.5%	+$2.81K	0.03%	401
2025 Q2	$556K	Buy	17,740 +8,778	+98%	+$268K	0.02%	433
2025 Q1	$262K	Buy	8,962 +1,140	+15%	+$29.7K	0.02%	450
2024 Q4	$206K	Sell	7,822 -622	-7%	-$16.5K	0.04%	310
2024 Q3	$220K	Sell	8,444 -20,714	-71%	-$513K	0.02%	459
2024 Q2	$728K	Sell	29,158 -9,016	-24%	-$239K	0.02%	625
2024 Q1	$1.13M	Buy	+38,174	New	+$1.1M	0.03%	481

Other funds holding MNST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Simplicity Wealth's MNST Position: Q2 2026 in Review

Simplicity Wealth increased its Monster Beverage (MNST) stake by 7.9% in Q2 2026, buying an estimated $56.6K and bringing the position to 18,356 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #463.

Simplicity Wealth first reported a position in MNST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q1 2024. 849 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Simplicity Wealth held 18,356 shares of Monster Beverage worth $882K as of Q2 2026.
Simplicity Wealth bought 1,348 Monster Beverage shares in Q2 2026, an estimated $56.6K.
Monster Beverage made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #463 holding.
Simplicity Wealth first reported a position in Monster Beverage in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Monster Beverage position peaked at $1.13M in Q1 2024.
849 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.