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United Capital Financial Advisors’s Monster Beverage MNST Stock Holding History

United Capital Financial 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
2026
Q1 		$4.25M Sell
58,666
-318
-0.5% -$25.1K 0.03% 388
2025
Q4 		$4.52M Buy
58,984
+1,632
+3% +$117K 0.03% 367
2025
Q3 		$3.86M Buy
57,352
+263
+0.5% +$16.4K 0.03% 337
2025
Q2 		$3.58M Buy
57,089
+216
+0.4% +$13.2K 0.03% 329
2025
Q1 		$3.33M Buy
56,873
+760
+1% +$39.6K 0.03% 339
2024
Q4 		$2.95M Buy
56,113
+2,236
+4% +$119K 0.02% 344
2024
Q3 		$2.81M Sell
53,877
-1,640
-3% -$81.2K 0.02% 351
2024
Q2 		$2.77M Sell
55,517
-5,106
-8% -$271K 0.02% 346
2024
Q1 		$3.59M Buy
60,623
+19
+0% +$1.09K 0.03% 331
2023
Q4 		$3.49M Buy
60,604
+15,090
+33% +$806K 0.03% 333
2023
Q3 		$2.41M Buy
45,514
+20
+0% +$1.14K 0.02% 400
2023
Q2 		$2.61M Buy
45,494
+10,548
+30% +$600K 0.01% 405
2023
Q1 		$1.89M Buy
34,946
+1,760
+5% +$90.3K 0.01% 459
2022
Q4 		$1.68M Buy
33,186
+1,484
+5% +$71.9K 0.01% 514
2022
Q3 		$1.38M Sell
31,702
-5,376
-14% -$248K 0.01% 542
2022
Q2 		$1.72M Buy
37,078
+5,410
+17% +$235K 0.01% 520
2022
Q1 		$1.26M Sell
31,668
-146
-0.5% -$6.12K 0.01% 618
2021
Q4 		$1.53M Sell
31,814
-594
-2% -$26.4K 0.01% 591
2021
Q3 		$1.44M Buy
32,408
+1,716
+6% +$81.1K 0.01% 590
2021
Q2 		$1.4M Buy
30,692
+2,212
+8% +$104K 0.01% 619
2021
Q1 		$1.3M Buy
28,480
+10,716
+60% +$480K 0.01% 602
2020
Q4 		$821K Buy
17,764
+382
+2% +$16.1K ﹤0.01% 729
2020
Q3 		$697K Sell
17,382
-330
-2% -$13K ﹤0.01% 751
2020
Q2 		$614K Sell
17,712
-766
-4% -$25K ﹤0.01% 799
2020
Q1 		$520K Sell
18,478
-3,514
-16% -$113K ﹤0.01% 798
2019
Q4 		$699K Buy
21,992
+2,364
+12% +$69.4K ﹤0.01% 896
2019
Q3 		$570K Sell
19,628
-1,398
-7% -$42.4K ﹤0.01% 914
2019
Q2 		$671K Sell
21,026
-756
-3% -$22.8K ﹤0.01% 939
2019
Q1 		$594K Buy
21,782
+1,340
+7% +$38.2K ﹤0.01% 924
2018
Q4 		$503K Sell
20,442
-1,082
-5% -$29.4K ﹤0.01% 917
2018
Q3 		$627K Buy
21,524
+1,396
+7% +$42K ﹤0.01% 914
2018
Q2 		$577K Sell
20,128
-962
-5% -$26K ﹤0.01% 909
2018
Q1 		$603K Buy
21,090
+1,804
+9% +$56.3K ﹤0.01% 906
2017
Q4 		$610K Sell
19,286
-40
-0.2% -$1.2K ﹤0.01% 909
2017
Q3 		$534K Buy
19,326
+430
+2% +$11.6K ﹤0.01% 937
2017
Q2 		$469K Sell
18,896
-860
-4% -$20.7K ﹤0.01% 938
2017
Q1 		$456K Buy
19,756
+76
+0.4% +$1.7K ﹤0.01% 932
2016
Q4 		$436K Sell
19,680
-282
-1% -$6.46K ﹤0.01% 961
2016
Q3 		$488K Buy
19,962
+690
+4% +$17.9K ﹤0.01% 976
2016
Q2 		$517K Sell
19,272
-672
-3% -$16.2K 0.01% 905
2016
Q1 		$443K Sell
19,944
-204
-1% -$4.54K ﹤0.01% 909
2015
Q4 		$500K Sell
20,148
-810
-4% -$19.6K 0.01% 885
2015
Q3 		$472K Buy
20,958
+114
+0.5% +$2.67K 0.01% 910
2015
Q2 		$466K Sell
20,844
-3,540
-15% -$79K 0.01% 943
2015
Q1 		$557K Buy
+24,384
New +$510K 0.01% 865

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's MNST Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Monster Beverage (MNST) stake by 0.54% in Q1 2026, selling an estimated $25.1K and leaving 58,666 shares worth $4.25M. The position accounts for 0.03% of the portfolio, ranked #388.

United Capital Financial Advisors first reported a position in MNST in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.52M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • United Capital Financial Advisors held 58,666 shares of Monster Beverage worth $4.25M as of Q1 2026.
  • United Capital Financial Advisors sold 318 Monster Beverage shares in Q1 2026, an estimated $25.1K.
  • Monster Beverage made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #388 holding.
  • United Capital Financial Advisors first reported a position in Monster Beverage in Q1 2015 and has held it in 45 quarters since.
  • United Capital Financial Advisors's Monster Beverage position peaked at $4.52M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.