True Wealth Design’s Monster Beverage MNST Stock Holding History

True Wealth Design’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	$269K	Buy	5,590 +100	+2%	+$4.2K	0.06%	79
2026 Q1	$199K	Buy	5,490 +40	+0.7%	+$1.58K	0.06%	98
2025 Q4	$209K	Sell	5,450 -18	-0.3%	-$645	0.06%	77
2025 Q3	$184K	Buy	5,468 +2,642	+93%	+$82.5K	0.06%	76
2025 Q2	$88.5K	Buy	2,826 +2,460	+672%	+$75.2K	0.03%	120
2025 Q1	$10.7K	Buy	366 +310	+554%	+$8.08K	﹤0.01%	455
2024 Q4	$1.47K	Buy	56 +16	+40%	+$424	﹤0.01%	819
2024 Q3	$1.04K	Buy	40 +4	+11%	+$99	﹤0.01%	965
2024 Q2	$900	Buy	36 +8	+29%	+$212	﹤0.01%	532
2024 Q1	$830	Buy	28 +12	+75%	+$345	﹤0.01%	505
2023 Q4	$461	Hold	16	–	–	﹤0.01%	489
2023 Q3	$424	Hold	16	–	–	﹤0.01%	462
2023 Q2	$460	Hold	16	–	–	﹤0.01%	460
2023 Q1	$433	Hold	16	–	–	﹤0.01%	561
2022 Q4	$406	Buy	+16	New	+$387	﹤0.01%	510

Other funds holding MNST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Wealth Design's MNST Position: Q2 2026 in Review

True Wealth Design increased its Monster Beverage (MNST) stake by 1.8% in Q2 2026, buying an estimated $4.2K and bringing the position to 5,590 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #79.

True Wealth Design first reported a position in MNST in Q4 2022 and has held it in 15 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

True Wealth Design held 5,590 shares of Monster Beverage worth $269K as of Q2 2026.
True Wealth Design bought 100 Monster Beverage shares in Q2 2026, an estimated $4.2K.
Monster Beverage made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #79 holding.
True Wealth Design first reported a position in Monster Beverage in Q4 2022 and has held it in 15 quarters since.
1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.