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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
2,795
+50
+2% +$4.2K 0.06% 79
2026
Q1 		$199K Buy
2,745
+20
+0.7% +$1.58K 0.06% 98
2025
Q4 		$209K Sell
2,725
-9
-0.3% -$645 0.06% 77
2025
Q3 		$184K Buy
2,734
+1,321
+93% +$82.5K 0.06% 76
2025
Q2 		$88.5K Buy
1,413
+1,230
+672% +$75.2K 0.03% 120
2025
Q1 		$10.7K Buy
183
+155
+554% +$8.08K ﹤0.01% 455
2024
Q4 		$1.47K Buy
28
+8
+40% +$424 ﹤0.01% 819
2024
Q3 		$1.04K Buy
20
+2
+11% +$99 ﹤0.01% 965
2024
Q2 		$900 Buy
18
+4
+29% +$212 ﹤0.01% 532
2024
Q1 		$830 Buy
14
+6
+75% +$345 ﹤0.01% 505
2023
Q4 		$461 Hold
8
– – ﹤0.01% 489
2023
Q3 		$424 Hold
8
– – ﹤0.01% 462
2023
Q2 		$460 Hold
8
– – ﹤0.01% 460
2023
Q1 		$433 Hold
8
– – ﹤0.01% 561
2022
Q4 		$406 Buy
+8
New +$387 ﹤0.01% 510

Other funds holding MNST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 2,795 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. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • True Wealth Design held 2,795 shares of Monster Beverage worth $269K as of Q2 2026.
  • True Wealth Design bought 50 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.
  • 358 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.