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Waverly Advisors’s Monster Beverage MNST Stock Holding History

Waverly 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 		$755K Sell
15,702
-92
-0.6% -$3.87K ﹤0.01% 988
2026
Q1 		$572K Sell
15,794
-422
-3% -$16.6K ﹤0.01% 1018
2025
Q4 		$622K Buy
16,216
+6,462
+66% +$232K 0.01% 919
2025
Q3 		$328K Buy
9,754
+1,084
+13% +$33.8K ﹤0.01% 1002
2025
Q2 		$272K Buy
+8,670
New +$265K ﹤0.01% 1008
2018
Q1 		– Sell
-984
Closed -$16K – 296
2017
Q4 		$16K Buy
+984
New +$14.7K ﹤0.01% 301
2014
Q4 		– Sell
-1,368
Closed -$10K – 576
2014
Q3 		$10K Hold
1,368
– – 0.01% 481
2014
Q2 		$8K Buy
1,368
+300
+28% +$1.71K ﹤0.01% 492
2014
Q1 		$6K Buy
+1,068
New +$6.25K ﹤0.01% 517

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 $3.38T AUM 44.17% 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

Waverly Advisors's MNST Position: Q2 2026 in Review

Waverly Advisors reduced its Monster Beverage (MNST) stake by 0.58% in Q2 2026, selling an estimated $3.87K and leaving 15,702 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Waverly Advisors first reported a position in MNST in Q1 2014 and has held it in 9 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Waverly Advisors held 15,702 shares of Monster Beverage worth $755K as of Q2 2026.
  • Waverly Advisors sold 92 Monster Beverage shares in Q2 2026, an estimated $3.87K.
  • Monster Beverage made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #988 holding.
  • Waverly Advisors first reported a position in Monster Beverage in Q1 2014 and has held it in 9 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.