Valued Wealth Advisors’s Monster Beverage MNST Stock Holding History

Valued Wealth 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	$14.5K	Buy	151 +21	+16%	+$1.76K	0.01%	247
2026 Q1	$9.42K	Buy	130 +12	+10%	+$946	﹤0.01%	304
2025 Q4	$9.05K	Hold	118	–	–	﹤0.01%	237
2025 Q3	$7.94K	Hold	118	–	–	﹤0.01%	237
2025 Q2	$7.39K	Hold	118	–	–	﹤0.01%	240
2025 Q1	$6.91K	Hold	118	–	–	﹤0.01%	267
2024 Q4	$6.2K	Hold	118	–	–	﹤0.01%	280
2024 Q3	$6.16K	Hold	118	–	–	﹤0.01%	263
2024 Q2	$5.89K	Hold	118	–	–	﹤0.01%	256
2024 Q1	$7K	Buy	118 +18	+18%	+$1.03K	0.01%	225
2023 Q4	$5.29K	Buy	+100	New	+$5.34K	﹤0.01%	190

Other funds holding MNST

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Valued Wealth Advisors's MNST Position: Q2 2026 in Review

Valued Wealth Advisors increased its Monster Beverage (MNST) stake by 16% in Q2 2026, buying an estimated $1.76K and bringing the position to 151 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #247.

Valued Wealth Advisors first reported a position in MNST in Q4 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Valued Wealth Advisors held 151 shares of Monster Beverage worth $14.5K as of Q2 2026.
Valued Wealth Advisors bought 21 Monster Beverage shares in Q2 2026, an estimated $1.76K.
Monster Beverage made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #247 holding.
Valued Wealth Advisors first reported a position in Monster Beverage in Q4 2023 and has held it in 11 quarters since.
358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.