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Wellington-Altus USA’s Monster Beverage MNST Stock Holding History

Wellington-Altus USA’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 		$7.25K Buy
+200
New +$8.4K 0.01% 594
2026
Q1 		– Sell
-200
Closed -$7.67K – 734
2025
Q4 		$7.67K Buy
+200
New +$7.17K 0.01% 597

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
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

Wellington-Altus USA's MNST Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Monster Beverage (MNST) in Q2 2026: 200 shares worth $7.25K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in MNST as recently as Q4 2025.

Wellington-Altus USA first reported a position in MNST in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.67K in Q4 2025. 1,372 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Wellington-Altus USA held 200 shares of Monster Beverage worth $7.25K as of Q2 2026.
  • Monster Beverage was a new Wellington-Altus USA position in Q2 2026.
  • Monster Beverage made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #594 holding.
  • Wellington-Altus USA first reported a position in Monster Beverage in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Monster Beverage position peaked at $7.67K in Q4 2025.
  • 1,372 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.