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Sutton Wealth Advisors’s Monster Beverage MNST Stock Holding History

Sutton Wealth 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
2023
Q3 		$10.4K Buy
196
+42
+27% +$2.39K 0.01% 460
2023
Q2 		$8.85K Hold
154
– – ﹤0.01% 480
2023
Q1 		$8.32K Sell
154
-40
-21% -$2.05K ﹤0.01% 456
2022
Q4 		$9.85K Hold
194
– – ﹤0.01% 951
2022
Q3 		$8.44K Hold
194
– – ﹤0.01% 947
2022
Q2 		$8.99K Hold
194
– – ﹤0.01% 932
2022
Q1 		$7.75K Buy
194
+20
+11% +$839 ﹤0.01% 1011
2021
Q4 		$8.36K Sell
174
-28
-14% -$1.25K ﹤0.01% 987
2021
Q3 		$8.97K Hold
202
– – ﹤0.01% 947
2021
Q2 		$9.23K Hold
202
– – ﹤0.01% 933
2021
Q1 		$9.2K Buy
202
+52
+35% +$2.33K ﹤0.01% 908
2020
Q4 		$6.94K Buy
150
+10
+7% +$420 ﹤0.01% 910
2020
Q3 		$5.61K Hold
140
– – ﹤0.01% 890
2020
Q2 		$4.85K Buy
140
+28
+25% +$914 ﹤0.01% 903
2020
Q1 		$3.15K Buy
112
+56
+100% +$1.8K ﹤0.01% 963
2019
Q4 		$1.78K Hold
56
– – ﹤0.01% 1072
2019
Q3 		$1.63K Sell
56
-56
-50% -$1.7K ﹤0.01% 1076
2019
Q2 		$3.57K Buy
112
+30
+37% +$904 ﹤0.01% 974
2019
Q1 		$2.24K Buy
82
+58
+242% +$1.65K ﹤0.01% 1029
2018
Q4 		$591 Sell
24
-32
-57% -$869 ﹤0.01% 1082
2018
Q3 		$1.63K Hold
56
– – ﹤0.01% 1010
2018
Q2 		$1.6K Buy
+56
New +$1.51K ﹤0.01% 1029
2017
Q4 		– Sell
-522
Closed -$14.4K – 1101
2017
Q3 		$14.4K Hold
522
– – 0.01% 651
2017
Q2 		$13K Buy
+522
New +$12.6K 0.01% 680
2016
Q4 		– Sell
-312
Closed -$7.63K – 1071
2016
Q3 		$7.63K Hold
312
– – 0.01% 729
2016
Q2 		$8.36K Sell
312
-1,836
-85% -$44.3K 0.01% 671
2016
Q1 		$47.8K Buy
+2,148
New +$47.8K 0.05% 254

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sutton Wealth Advisors's MNST Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Monster Beverage (MNST) stake by 27% in Q3 2023, buying an estimated $2.39K and bringing the position to 196 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #460.

Sutton Wealth Advisors first reported a position in MNST in Q1 2016 and has held it in 27 quarters since. The position peaked at $47.8K in Q1 2016. 903 funds tracked by Wall St. Rank hold MNST as of Q3 2023.

  • Sutton Wealth Advisors held 196 shares of Monster Beverage worth $10.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 42 Monster Beverage shares in Q3 2023, an estimated $2.39K.
  • Monster Beverage made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #460 holding.
  • Sutton Wealth Advisors first reported a position in Monster Beverage in Q1 2016 and has held it in 27 quarters since.
  • Sutton Wealth Advisors's Monster Beverage position peaked at $47.8K in Q1 2016.
  • 903 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.