Wealth Alliance
MNST icon

Wealth Alliance’s Monster Beverage MNST Stock Holding History

Wealth Alliance’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
Q3 		$526K Sell
12,640
-16
-0.1% -$741 0.04% 302
2026
Q2 		$608K Sell
12,656
-848
-6% -$35.6K 0.05% 282
2026
Q1 		$489K Buy
13,504
+296
+2% +$11.7K 0.05% 301
2025
Q4 		$506K Sell
13,208
-2,316
-15% -$83K 0.05% 301
2025
Q3 		$522K Sell
15,524
-2,192
-12% -$68.4K 0.05% 285
2025
Q2 		$555K Buy
17,716
+464
+3% +$14.2K 0.06% 273
2025
Q1 		$505K Buy
17,252
+292
+2% +$7.61K 0.06% 274
2024
Q4 		$446K Sell
16,960
-636
-4% -$16.9K 0.05% 283
2024
Q3 		$459K Sell
17,596
-128
-0.7% -$3.17K 0.05% 281
2024
Q2 		$443K Sell
17,724
-2,510
-12% -$66.5K 0.06% 271
2024
Q1 		$600K Sell
20,234
-1,824
-8% -$52.4K 0.08% 239
2023
Q4 		$635K Sell
22,058
-3,412
-13% -$91.2K 0.09% 222
2023
Q3 		$674K Sell
25,470
-6,754
-21% -$192K 0.11% 190
2023
Q2 		$925K Sell
32,224
-4,640
-13% -$132K 0.14% 154
2023
Q1 		$996K Sell
36,864
-140
-0.4% -$3.59K 0.16% 138
2022
Q4 		$939K Buy
37,004
+9,044
+32% +$219K 0.17% 141
2022
Q3 		$608K Buy
27,960
+1,264
+5% +$29.1K 0.12% 187
2022
Q2 		$619K Buy
26,696
+2,520
+10% +$54.8K 0.12% 181
2022
Q1 		$483K Buy
24,176
+2,384
+11% +$50K 0.1% 222
2021
Q4 		$523K Sell
21,792
-264
-1% -$5.87K 0.11% 213
2021
Q3 		$490K Buy
22,056
+2,488
+13% +$58.8K 0.11% 205
2021
Q2 		$447K Buy
19,568
+2,684
+16% +$63K 0.11% 225
2021
Q1 		$384K Buy
16,884
+3,780
+29% +$84.7K 0.11% 229
2020
Q4 		$303K Buy
13,104
+496
+4% +$10.4K 0.09% 279
2020
Q3 		$253K Buy
12,608
+464
+4% +$9.17K 0.09% 271
2020
Q2 		$210K Buy
+12,144
New +$198K 0.08% 285

Other funds holding MNST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Alliance's MNST Position: Q3 2026 in Review

Wealth Alliance reduced its Monster Beverage (MNST) stake by 0.13% in Q3 2026, selling an estimated $741 and leaving 12,640 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #302.

Wealth Alliance first reported a position in MNST in Q2 2020 and has held it in 26 quarters since. The position peaked at $996K in Q1 2023. 1,127 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Wealth Alliance held 12,640 shares of Monster Beverage worth $526K as of Q3 2026.
  • Wealth Alliance sold 16 Monster Beverage shares in Q3 2026, an estimated $741.
  • Monster Beverage made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #302 holding.
  • Wealth Alliance first reported a position in Monster Beverage in Q2 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Monster Beverage position peaked at $996K in Q1 2023.
  • 1,127 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.