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Waypoint Wealth Counsel’s Monster Beverage MNST Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-5,494
Closed -$211K – 268
2025
Q4 		$211K Buy
+5,494
New +$197K 0.08% 254
2025
Q3 		– Sell
-10,014
Closed -$314K – 285
2025
Q2 		$314K Buy
+10,014
New +$306K 0.16% 110

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

Waypoint Wealth Counsel's MNST Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 5,494 shares — an estimated $211K sold.

Waypoint Wealth Counsel first reported a position in MNST in Q2 2025 and held it in 2 quarters. The position peaked at $314K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 5,494 Monster Beverage shares in Q1 2026, an estimated $211K.
  • Waypoint Wealth Counsel first reported a position in Monster Beverage in Q2 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Monster Beverage position peaked at $314K in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.