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WCG Wealth Advisors’s Monster Beverage MNST Stock Holding History

WCG 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 		$1.1M Sell
22,860
-880
-4% -$37K 0.03% 395
2026
Q1 		$860K Buy
23,740
+1,160
+5% +$45.7K 0.02% 398
2025
Q4 		$866K Buy
+22,580
New +$809K 0.02% 376

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

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

WCG Wealth Advisors reduced its Monster Beverage (MNST) stake by 3.7% in Q2 2026, selling an estimated $37K and leaving 22,860 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #395.

WCG Wealth Advisors first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • WCG Wealth Advisors held 22,860 shares of Monster Beverage worth $1.1M as of Q2 2026.
  • WCG Wealth Advisors sold 880 Monster Beverage shares in Q2 2026, an estimated $37K.
  • Monster Beverage made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #395 holding.
  • WCG Wealth Advisors first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

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