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United Financial Planning Group’s Monster Beverage MNST Stock Holding History

United Financial Planning Group’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 		$13.6K Hold
284
– – 0.01% 204
2026
Q1 		$10.3K Sell
284
-6
-2% -$237 0.01% 210
2025
Q4 		$11.1K Buy
+290
New +$10.4K 0.01% 192

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Financial Planning Group's MNST Position: Q2 2026 in Review

United Financial Planning Group held its Monster Beverage (MNST) position steady in Q2 2026 at 284 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #204.

United Financial Planning Group first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • United Financial Planning Group held 284 shares of Monster Beverage worth $13.6K as of Q2 2026.
  • United Financial Planning Group left its Monster Beverage share count unchanged in Q2 2026.
  • Monster Beverage made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #204 holding.
  • United Financial Planning Group first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.