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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
Q2 		$629K Buy
6,541
+52
+0.8% +$4.37K 0.01% 395
2026
Q1 		$470K Sell
6,489
-1,658
-20% -$131K 0.01% 431
2025
Q4 		$625K Buy
8,147
+844
+12% +$60.5K 0.01% 406
2025
Q3 		$492K Buy
7,303
+111
+2% +$6.93K 0.01% 468
2025
Q2 		$451K Buy
7,192
+629
+10% +$38.4K 0.01% 480
2025
Q1 		$384K Sell
6,563
-859
-12% -$44.8K 0.01% 475
2024
Q4 		$390K Sell
7,422
-1,245
-14% -$66K 0.01% 468
2024
Q3 		$452K Buy
8,667
+3,218
+59% +$159K 0.01% 431
2024
Q2 		$272K Sell
5,449
-1,611
-23% -$85.4K 0.01% 531
2024
Q1 		$384K Sell
7,060
-1,488
-17% -$85.5K 0.01% 441
2023
Q4 		$492K Sell
8,548
-1,366
-14% -$73K 0.02% 372
2023
Q3 		$525K Buy
9,914
+3,328
+51% +$189K 0.02% 321
2023
Q2 		$378K Sell
6,586
-154
-2% -$8.76K 0.02% 373
2023
Q1 		$364K Buy
+6,740
New +$346K 0.02% 391
2021
Q2 		– Sell
-2,410
Closed -$110K – 1291
2021
Q1 		$110K Buy
2,410
+78
+3% +$3.5K 0.01% 586
2020
Q4 		$108K Hold
2,332
– – 0.01% 546
2020
Q3 		$94K Sell
2,332
-284
-11% -$11.2K 0.01% 485
2020
Q2 		$91K Buy
2,616
+284
+12% +$9.27K 0.01% 528
2020
Q1 		$71K Hold
2,332
– – 0.01% 507
2019
Q4 		$74K Hold
2,332
– – 0.01% 522
2019
Q3 		$68K Hold
2,332
– – 0.01% 519
2019
Q2 		$74K Sell
2,332
-714
-23% -$21.5K 0.01% 498
2019
Q1 		$83K Sell
3,046
-2,034
-40% -$58K 0.01% 445
2018
Q4 		$125K Sell
5,080
-2,544
-33% -$69.1K 0.02% 338
2018
Q3 		$201K Buy
7,624
+1,630
+27% +$49K 0.03% 276
2018
Q2 		$181K Sell
5,994
-802
-12% -$21.7K 0.03% 294
2018
Q1 		$194K Sell
6,796
-930
-12% -$29K 0.03% 256
2017
Q4 		$244K Buy
7,726
+1,598
+26% +$47.9K 0.04% 214
2017
Q3 		$169K Buy
+6,128
New +$165K 0.04% 221

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

Valeo Financial Advisors's MNST Position: Q2 2026 in Review

Valeo Financial Advisors increased its Monster Beverage (MNST) stake by 0.8% in Q2 2026, buying an estimated $4.37K and bringing the position to 6,541 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #395.

Valeo Financial Advisors first reported a position in MNST in Q3 2017 and has held it in 29 quarters since. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Valeo Financial Advisors held 6,541 shares of Monster Beverage worth $629K as of Q2 2026.
  • Valeo Financial Advisors bought 52 Monster Beverage shares in Q2 2026, an estimated $4.37K.
  • Monster Beverage made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #395 holding.
  • Valeo Financial Advisors first reported a position in Monster Beverage in Q3 2017 and has held it in 29 quarters since.
  • 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.