Whittier Trust’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.1M | Buy |
741,426
+277,722
| +60% | +$11.7M | 0.35% | 66 |
|
|
2026
Q1 | $17.2M | Buy |
463,704
+444,422
| +2,305% | +$17.5M | 0.19% | 93 |
|
|
2025
Q4 | $730K | Hold |
19,282
| – | – | 0.01% | 395 |
|
|
2025
Q3 | $648K | Buy |
19,282
+130
| +0.7% | +$4.06K | 0.01% | 406 |
|
|
2025
Q2 | $600K | Hold |
19,152
| – | – | 0.01% | 464 |
|
|
2025
Q1 | $560K | Buy |
19,152
+288
| +2% | +$7.51K | 0.01% | 465 |
|
|
2024
Q4 | $496K | Buy |
18,864
+40
| +0.2% | +$1.06K | 0.01% | 499 |
|
|
2024
Q3 | $491K | Buy |
18,824
+16,296
| +645% | +$404K | 0.01% | 508 |
|
|
2024
Q2 | $63.1K | Buy |
2,528
+204
| +9% | +$5.41K | ﹤0.01% | 866 |
|
|
2024
Q1 | $68.9K | Hold |
2,324
| – | – | ﹤0.01% | 866 |
|
|
2023
Q4 | $66.9K | Sell |
2,324
-252
| -10% | -$6.73K | ﹤0.01% | 855 |
|
|
2023
Q3 | $68.2K | Buy |
2,576
+116
| +5% | +$3.3K | ﹤0.01% | 847 |
|
|
2023
Q2 | $70.6K | Hold |
2,460
| – | – | ﹤0.01% | 862 |
|
|
2023
Q1 | $66.4K | Hold |
2,460
| – | – | ﹤0.01% | 914 |
|
|
2022
Q4 | $62.4K | Hold |
2,460
| – | – | ﹤0.01% | 921 |
|
|
2022
Q3 | $53K | Buy |
2,460
+36
| +1% | +$829 | ﹤0.01% | 952 |
|
|
2022
Q2 | $56K | Buy |
2,424
+100
| +4% | +$2.17K | ﹤0.01% | 933 |
|
|
2022
Q1 | $46K | Hold |
2,324
| – | – | ﹤0.01% | 995 |
|
|
2021
Q4 | $56K | Hold |
2,324
| – | – | ﹤0.01% | 955 |
|
|
2021
Q3 | $52K | Hold |
2,324
| – | – | ﹤0.01% | 923 |
|
|
2021
Q2 | $53K | Hold |
2,324
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $53K | Sell |
2,324
-20
| -0.9% | -$448 | ﹤0.01% | 916 |
|
|
2020
Q4 | $54K | Buy |
2,344
+20
| +0.9% | +$420 | ﹤0.01% | 837 |
|
|
2020
Q3 | $47K | Sell |
2,324
-112
| -5% | -$2.21K | ﹤0.01% | 846 |
|
|
2020
Q2 | $42K | Hold |
2,436
| – | – | ﹤0.01% | 823 |
|
|
2020
Q1 | $35K | Buy |
2,436
+112
| +5% | +$1.8K | ﹤0.01% | 874 |
|
|
2019
Q4 | $37K | Hold |
2,324
| – | – | ﹤0.01% | 910 |
|
|
2019
Q3 | $34K | Hold |
2,324
| – | – | ﹤0.01% | 918 |
|
|
2019
Q2 | $37K | Hold |
2,324
| – | – | ﹤0.01% | 848 |
|
|
2019
Q1 | $32K | Hold |
2,324
| – | – | ﹤0.01% | 867 |
|
|
2018
Q4 | $29K | Hold |
2,324
| – | – | ﹤0.01% | 889 |
|
|
2018
Q3 | $34K | Hold |
2,324
| – | – | ﹤0.01% | 860 |
|
|
2018
Q2 | $33K | Hold |
2,324
| – | – | ﹤0.01% | 839 |
|
|
2018
Q1 | $33K | Hold |
2,324
| – | – | ﹤0.01% | 852 |
|
|
2017
Q4 | $37K | Hold |
2,324
| – | – | ﹤0.01% | 813 |
|
|
2017
Q3 | $32K | Buy |
+2,324
| New | +$31.3K | ﹤0.01% | 830 |
|
|
2017
Q2 | – | Sell |
-912
| Closed | -$11K | – | 1298 |
|
|
2017
Q1 | $11K | Buy |
+912
| New | +$10.2K | ﹤0.01% | 983 |
|
|
2016
Q4 | – | Sell |
-516
| Closed | -$6K | – | 1209 |
|
|
2016
Q3 | $6K | Hold |
516
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q2 | $7K | Hold |
516
| – | – | ﹤0.01% | 1027 |
|
|
2016
Q1 | $6K | Sell |
516
-60
| -10% | -$668 | ﹤0.01% | 1018 |
|
|
2015
Q4 | $7K | Buy |
576
+60
| +12% | +$724 | ﹤0.01% | 1004 |
|
|
2015
Q3 | $6K | Hold |
516
| – | – | ﹤0.01% | 1006 |
|
|
2015
Q2 | $6K | Sell |
516
-4,488
| -90% | -$50.1K | ﹤0.01% | 1067 |
|
|
2015
Q1 | $58K | Buy |
5,004
+4,488
| +870% | +$47K | ﹤0.01% | 693 |
|
|
2014
Q4 | $5K | Hold |
516
| – | – | ﹤0.01% | 950 |
|
|
2014
Q3 | $4K | Hold |
516
| – | – | ﹤0.01% | 958 |
|
|
2014
Q2 | $3K | Hold |
516
| – | – | ﹤0.01% | 973 |
|
|
2014
Q1 | $3K | Buy |
516
+216
| +72% | +$1.26K | ﹤0.01% | 999 |
|
|
2013
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 1025 |
|
|
2013
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1049 |
|
|
2013
Q2 | $2K | Buy |
+300
| New | +$1.41K | ﹤0.01% | 1025 |
|
Other funds holding MNST
Whittier Trust's MNST Position: Q2 2026 in Review
Whittier Trust increased its Monster Beverage (MNST) stake by 60% in Q2 2026, buying an estimated $11.7M and bringing the position to 741,426 shares worth $36.1M. The position accounts for 0.35% of the portfolio, ranked #66.
Whittier Trust first reported a position in MNST in Q2 2013 and has held it in 51 quarters since. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.
- Whittier Trust held 741,426 shares of Monster Beverage worth $36.1M as of Q2 2026.
- Whittier Trust bought 277,722 Monster Beverage shares in Q2 2026, an estimated $11.7M.
- Monster Beverage made up 0.35% of Whittier Trust's portfolio in Q2 2026, its #66 holding.
- Whittier Trust first reported a position in Monster Beverage in Q2 2013 and has held it in 51 quarters since.
- 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.