SVB Wealth’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $694K | Sell |
7,221
-664
| -8% | -$55.8K | 0.04% | 231 |
|
|
2026
Q1 | $571K | Sell |
7,885
-1,969
| -20% | -$155K | 0.04% | 256 |
|
|
2025
Q4 | $756K | Sell |
9,854
-6,378
| -39% | -$457K | 0.04% | 238 |
|
|
2025
Q3 | $1.09M | Sell |
16,232
-3,212
| -17% | -$200K | 0.06% | 218 |
|
|
2025
Q2 | $1.22M | Sell |
19,444
-5,826
| -23% | -$356K | 0.07% | 215 |
|
|
2025
Q1 | $1.48M | Sell |
25,270
-47,775
| -65% | -$2.49M | 0.06% | 128 |
|
|
2024
Q4 | $3.84M | Buy |
+73,045
| New | +$3.87M | 0.07% | 161 |
|
|
2024
Q3 | – | Sell |
-75,959
| Closed | -$3.79M | – | 378 |
|
|
2024
Q2 | $3.79M | Sell |
75,959
-2,535
| -3% | -$134K | 0.09% | 172 |
|
|
2024
Q1 | $4.65M | Sell |
78,494
-11,321
| -13% | -$651K | 0.1% | 174 |
|
|
2023
Q4 | $5.17M | Buy |
89,815
+15,598
| +21% | +$834K | 0.13% | 162 |
|
|
2023
Q3 | $3.93M | Buy |
74,217
+62,296
| +523% | +$3.54M | 0.09% | 164 |
|
|
2023
Q2 | $685K | Sell |
11,921
-664
| -5% | -$37.8K | 0.01% | 411 |
|
|
2023
Q1 | $680K | Sell |
12,585
-1,387
| -10% | -$71.1K | 0.01% | 463 |
|
|
2022
Q4 | $709K | Buy |
13,972
+886
| +7% | +$42.9K | 0.01% | 475 |
|
|
2022
Q3 | $569K | Buy |
13,086
+3,326
| +34% | +$153K | 0.01% | 494 |
|
|
2022
Q2 | $452K | Buy |
9,760
+2,394
| +33% | +$104K | 0.01% | 468 |
|
|
2022
Q1 | $294K | Sell |
7,366
-706
| -9% | -$29.6K | ﹤0.01% | 591 |
|
|
2021
Q4 | $388K | Sell |
8,072
-2,690
| -25% | -$120K | 0.01% | 506 |
|
|
2021
Q3 | $478K | Buy |
10,762
+174
| +2% | +$8.22K | 0.01% | 613 |
|
|
2021
Q2 | $483K | Sell |
10,588
-494
| -4% | -$23.2K | 0.01% | 586 |
|
|
2021
Q1 | $505K | Sell |
11,082
-2,192
| -17% | -$98.2K | 0.01% | 518 |
|
|
2020
Q4 | $613K | Buy |
13,274
+486
| +4% | +$20.4K | 0.01% | 421 |
|
|
2020
Q3 | $513K | Buy |
12,788
+408
| +3% | +$16.1K | 0.01% | 393 |
|
|
2020
Q2 | $429K | Sell |
12,380
-2,682
| -18% | -$87.6K | 0.01% | 389 |
|
|
2020
Q1 | $424K | Buy |
15,062
+974
| +7% | +$31.3K | 0.01% | 340 |
|
|
2019
Q4 | $448K | Sell |
14,088
-6,546
| -32% | -$192K | 0.01% | 433 |
|
|
2019
Q3 | $599K | Sell |
20,634
-988
| -5% | -$29.9K | 0.01% | 349 |
|
|
2019
Q2 | $690K | Sell |
21,622
-24
| -0.1% | -$723 | 0.02% | 340 |
|
|
2019
Q1 | $591K | Sell |
21,646
-3,280
| -13% | -$93.5K | 0.02% | 279 |
|
|
2018
Q4 | $613K | Sell |
24,926
-2,326
| -9% | -$63.2K | 0.03% | 263 |
|
|
2018
Q3 | $794K | Sell |
27,252
-564
| -2% | -$17K | 0.03% | 279 |
|
|
2018
Q2 | $797K | Sell |
27,816
-10,342
| -27% | -$279K | 0.03% | 275 |
|
|
2018
Q1 | $1.09M | Buy |
38,158
+6,668
| +21% | +$208K | 0.04% | 248 |
|
|
2017
Q4 | $997K | Sell |
31,490
-350
| -1% | -$10.5K | 0.04% | 259 |
|
|
2017
Q3 | $880K | Sell |
31,840
-1,362
| -4% | -$36.7K | 0.03% | 275 |
|
|
2017
Q2 | $825K | Sell |
33,202
-1,920
| -5% | -$46.2K | 0.03% | 288 |
|
|
2017
Q1 | $811K | Sell |
35,122
-4,540
| -11% | -$101K | 0.03% | 284 |
|
|
2016
Q4 | $879K | Sell |
39,662
-3,544
| -8% | -$81.1K | 0.04% | 262 |
|
|
2016
Q3 | $1.06M | Sell |
43,206
-2,604
| -6% | -$67.6K | 0.04% | 242 |
|
|
2016
Q2 | $1.23M | Sell |
45,810
-14,376
| -24% | -$347K | 0.05% | 228 |
|
|
2016
Q1 | $1.34M | Sell |
60,186
-5,556
| -8% | -$124K | 0.05% | 228 |
|
|
2015
Q4 | $1.63M | Sell |
65,742
-25,728
| -28% | -$621K | 0.06% | 222 |
|
|
2015
Q3 | $2.06M | Buy |
91,470
+2,010
| +2% | +$47.1K | 0.08% | 206 |
|
|
2015
Q2 | $2M | Buy |
+89,460
| New | +$2M | 0.07% | 234 |
|
Other funds holding MNST
MBI
CCMIC
FWIA
RG
SVB Wealth's MNST Position: Q2 2026 in Review
SVB Wealth reduced its Monster Beverage (MNST) stake by 8.4% in Q2 2026, selling an estimated $55.8K and leaving 7,221 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #231.
SVB Wealth first reported a position in MNST in Q2 2015 and has held it in 44 quarters since. The position peaked at $5.17M in Q4 2023. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.
- SVB Wealth held 7,221 shares of Monster Beverage worth $694K as of Q2 2026.
- SVB Wealth sold 664 Monster Beverage shares in Q2 2026, an estimated $55.8K.
- Monster Beverage made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #231 holding.
- SVB Wealth first reported a position in Monster Beverage in Q2 2015 and has held it in 44 quarters since.
- SVB Wealth's Monster Beverage position peaked at $5.17M in Q4 2023.
- 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.