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Valeo Financial Advisors’s Monster Beverage MNST Stock Holding History

Valeo 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
Q3 		$580K Buy
13,945
+863
+7% +$40K 0.01% 417
2026
Q2 		$629K Buy
13,082
+104
+0.8% +$4.37K 0.01% 395
2026
Q1 		$470K Sell
12,978
-3,316
-20% -$131K 0.01% 431
2025
Q4 		$625K Buy
16,294
+1,688
+12% +$60.5K 0.01% 406
2025
Q3 		$492K Buy
14,606
+222
+2% +$6.93K 0.01% 468
2025
Q2 		$451K Buy
14,384
+1,258
+10% +$38.4K 0.01% 480
2025
Q1 		$384K Sell
13,126
-1,718
-12% -$44.8K 0.01% 475
2024
Q4 		$390K Sell
14,844
-2,490
-14% -$66K 0.01% 468
2024
Q3 		$452K Buy
17,334
+6,436
+59% +$159K 0.01% 431
2024
Q2 		$272K Sell
10,898
-3,222
-23% -$85.4K 0.01% 531
2024
Q1 		$384K Sell
14,120
-2,976
-17% -$85.5K 0.01% 441
2023
Q4 		$492K Sell
17,096
-2,732
-14% -$73K 0.02% 372
2023
Q3 		$525K Buy
19,828
+6,656
+51% +$189K 0.02% 321
2023
Q2 		$378K Sell
13,172
-308
-2% -$8.76K 0.02% 373
2023
Q1 		$364K Buy
+13,480
New +$346K 0.02% 391
2021
Q2 		– Sell
-4,820
Closed -$110K – 1291
2021
Q1 		$110K Buy
4,820
+156
+3% +$3.5K 0.01% 586
2020
Q4 		$108K Hold
4,664
– – 0.01% 546
2020
Q3 		$94K Sell
4,664
-568
-11% -$11.2K 0.01% 485
2020
Q2 		$91K Buy
5,232
+568
+12% +$9.27K 0.01% 528
2020
Q1 		$71K Hold
4,664
– – 0.01% 507
2019
Q4 		$74K Hold
4,664
– – 0.01% 522
2019
Q3 		$68K Hold
4,664
– – 0.01% 519
2019
Q2 		$74K Sell
4,664
-1,428
-23% -$21.5K 0.01% 498
2019
Q1 		$83K Sell
6,092
-4,068
-40% -$58K 0.01% 445
2018
Q4 		$125K Sell
10,160
-5,088
-33% -$69.1K 0.02% 338
2018
Q3 		$201K Buy
15,248
+3,260
+27% +$49K 0.03% 276
2018
Q2 		$181K Sell
11,988
-1,604
-12% -$21.7K 0.03% 294
2018
Q1 		$194K Sell
13,592
-1,860
-12% -$29K 0.03% 256
2017
Q4 		$244K Buy
15,452
+3,196
+26% +$47.9K 0.04% 214
2017
Q3 		$169K Buy
+12,256
New +$165K 0.04% 221

Other funds holding MNST

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Valeo Financial Advisors's MNST Position: Q3 2026 in Review

Valeo Financial Advisors increased its Monster Beverage (MNST) stake by 6.6% in Q3 2026, buying an estimated $40K and bringing the position to 13,945 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #417.

Valeo Financial Advisors first reported a position in MNST in Q3 2017 and has held it in 30 quarters since. The position peaked at $629K in Q2 2026. 47 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Valeo Financial Advisors held 13,945 shares of Monster Beverage worth $580K as of Q3 2026.
  • Valeo Financial Advisors bought 863 Monster Beverage shares in Q3 2026, an estimated $40K.
  • Monster Beverage made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #417 holding.
  • Valeo Financial Advisors first reported a position in Monster Beverage in Q3 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Monster Beverage position peaked at $629K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.