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WealthPlan Investment Management’s Monster Beverage MNST Stock Holding History

WealthPlan Investment Management’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 		$495K Buy
10,308
+2,220
+27% +$93.3K 0.02% 321
2026
Q1 		$293K Buy
8,088
+1,410
+21% +$55.6K 0.02% 397
2025
Q4 		$256K Buy
6,678
+98
+1% +$3.51K 0.02% 331
2025
Q3 		$221K Buy
+6,580
New +$205K 0.01% 309

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

WealthPlan Investment Management's MNST Position: Q2 2026 in Review

WealthPlan Investment Management increased its Monster Beverage (MNST) stake by 27% in Q2 2026, buying an estimated $93.3K and bringing the position to 10,308 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #321.

WealthPlan Investment Management first reported a position in MNST in Q3 2025 and has held it in 4 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • WealthPlan Investment Management held 10,308 shares of Monster Beverage worth $495K as of Q2 2026.
  • WealthPlan Investment Management bought 2,220 Monster Beverage shares in Q2 2026, an estimated $93.3K.
  • Monster Beverage made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #321 holding.
  • WealthPlan Investment Management first reported a position in Monster Beverage in Q3 2025 and has held it in 4 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.