Triad Wealth Partners’s Monster Beverage MNST Stock Holding History

Triad Wealth Partners’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 Q1	$461K	Buy	6,361 +2,027	+47%	+$160K	0.04%	288
2025 Q4	$332K	Sell	4,334 -20	-0.5%	-$1.43K	0.03%	359
2025 Q3	$293K	Buy	4,354 +60	+1%	+$3.75K	0.04%	296
2025 Q2	$269K	Buy	+4,294	New	+$262K	0.05%	233
2025 Q1	–	Sell	-4,504	Closed	-$237K	–	219
2024 Q4	$237K	Buy	+4,504	New	+$239K	0.09%	161
2024 Q3	–	Sell	-5,074	Closed	-$253K	–	573
2024 Q2	$253K	Buy	+5,074	New	+$269K	0.13%	77

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triad Wealth Partners's MNST Position: Q1 2026 in Review

Triad Wealth Partners increased its Monster Beverage (MNST) stake by 47% in Q1 2026, buying an estimated $160K and bringing the position to 6,361 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #288.

Triad Wealth Partners first reported a position in MNST in Q2 2024 and has held it in 6 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Triad Wealth Partners held 6,361 shares of Monster Beverage worth $461K as of Q1 2026.
Triad Wealth Partners bought 2,027 Monster Beverage shares in Q1 2026, an estimated $160K.
Monster Beverage made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #288 holding.
Triad Wealth Partners first reported a position in Monster Beverage in Q2 2024 and has held it in 6 quarters since.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.