Wellington Wealth Strategies’s Monster Beverage MNST Stock Holding History

Wellington Wealth Strategies’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
2024 Q4	$1.54M	Buy	62,086 +5,732	+10%	+$152K	1.4%	26
2024 Q3	$1.48M	Buy	+56,354	New	+$1.4M	1.13%	27
2024 Q2	–	Sell	-44,264	Closed	-$1.31M	–	133
2024 Q1	$1.31M	Sell	44,264 -23,234	-34%	-$668K	0.61%	53
2023 Q4	$1.94M	Buy	+67,498	New	+$1.8M	1.64%	19
2020 Q4	$1.94M	Buy	+134,996	New	+$2.84M	1.64%	19

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Wealth Strategies's MNST Position: Q4 2024 in Review

Wellington Wealth Strategies increased its Monster Beverage (MNST) stake by 10% in Q4 2024, buying an estimated $152K and bringing the position to 62,086 shares worth $1.54M. The position accounts for 1.4% of the portfolio, ranked #26.

Wellington Wealth Strategies first reported a position in MNST in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.94M in Q4 2023. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

Wellington Wealth Strategies held 62,086 shares of Monster Beverage worth $1.54M as of Q4 2024.
Wellington Wealth Strategies bought 5,732 Monster Beverage shares in Q4 2024, an estimated $152K.
Monster Beverage made up 1.4% of Wellington Wealth Strategies's portfolio in Q4 2024, its #26 holding.
Wellington Wealth Strategies first reported a position in Monster Beverage in Q4 2020 and has held it in 5 quarters since.
Wellington Wealth Strategies's Monster Beverage position peaked at $1.94M in Q4 2023.
966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.