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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
Q1 		$572K Sell
7,897
-211
-3% -$16.6K ﹤0.01% 1018
2025
Q4 		$622K Buy
8,108
+3,231
+66% +$231K 0.01% 919
2025
Q3 		$328K Buy
4,877
+542
+13% +$33.8K ﹤0.01% 1002
2025
Q2 		$272K Buy
+4,335
New +$265K ﹤0.01% 1008
2018
Q1 		– Sell
-492
Closed -$16K – 296
2017
Q4 		$16K Buy
+492
New +$14.7K ﹤0.01% 301
2014
Q4 		– Sell
-684
Closed -$10K – 576
2014
Q3 		$10K Hold
684
– – 0.01% 481
2014
Q2 		$8K Buy
684
+150
+28% +$1.71K ﹤0.01% 492
2014
Q1 		$6K Buy
+534
New +$6.25K ﹤0.01% 517

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors's MNST Position: Q1 2026 in Review

Waverly Advisors reduced its Monster Beverage (MNST) stake by 2.6% in Q1 2026, selling an estimated $16.6K and leaving 7,897 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Waverly Advisors first reported a position in MNST in Q1 2014 and has held it in 8 quarters since. The position peaked at $622K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Waverly Advisors held 7,897 shares of Monster Beverage worth $572K as of Q1 2026.
  • Waverly Advisors sold 211 Monster Beverage shares in Q1 2026, an estimated $16.6K.
  • Monster Beverage made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1018 holding.
  • Waverly Advisors first reported a position in Monster Beverage in Q1 2014 and has held it in 8 quarters since.
  • Waverly Advisors's Monster Beverage position peaked at $622K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.