Whittier Trust’s Monster Beverage MNST Stock Holding History

Whittier Trust’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 Q1	$17.2M	Buy	231,852 +222,211	+2,305%	+$17.5M	0.19%	93
2025 Q4	$730K	Hold	9,641	–	–	0.01%	395
2025 Q3	$648K	Buy	9,641 +65	+0.7%	+$4.06K	0.01%	406
2025 Q2	$600K	Hold	9,576	–	–	0.01%	464
2025 Q1	$560K	Buy	9,576 +144	+2%	+$7.5K	0.01%	465
2024 Q4	$496K	Buy	9,432 +20	+0.2%	+$1.06K	0.01%	499
2024 Q3	$491K	Buy	9,412 +8,148	+645%	+$404K	0.01%	508
2024 Q2	$63.1K	Buy	1,264 +102	+9%	+$5.41K	﹤0.01%	866
2024 Q1	$68.9K	Hold	1,162	–	–	﹤0.01%	866
2023 Q4	$66.9K	Sell	1,162 -126	-10%	-$6.73K	﹤0.01%	855
2023 Q3	$68.2K	Buy	1,288 +58	+5%	+$3.3K	﹤0.01%	847
2023 Q2	$70.6K	Hold	1,230	–	–	﹤0.01%	862
2023 Q1	$66.4K	Hold	1,230	–	–	﹤0.01%	914
2022 Q4	$62.4K	Hold	1,230	–	–	﹤0.01%	921
2022 Q3	$53K	Buy	1,230 +18	+1%	+$829	﹤0.01%	952
2022 Q2	$56K	Buy	1,212 +50	+4%	+$2.17K	﹤0.01%	933
2022 Q1	$46K	Hold	1,162	–	–	﹤0.01%	995
2021 Q4	$56K	Hold	1,162	–	–	﹤0.01%	955
2021 Q3	$52K	Hold	1,162	–	–	﹤0.01%	923
2021 Q2	$53K	Hold	1,162	–	–	﹤0.01%	941
2021 Q1	$53K	Sell	1,162 -10	-0.9%	-$448	﹤0.01%	916
2020 Q4	$54K	Buy	1,172 +10	+0.9%	+$420	﹤0.01%	837
2020 Q3	$47K	Sell	1,162 -56	-5%	-$2.21K	﹤0.01%	846
2020 Q2	$42K	Hold	1,218	–	–	﹤0.01%	823
2020 Q1	$35K	Buy	1,218 +56	+5%	+$1.8K	﹤0.01%	874
2019 Q4	$37K	Hold	1,162	–	–	﹤0.01%	910
2019 Q3	$34K	Hold	1,162	–	–	﹤0.01%	918
2019 Q2	$37K	Hold	1,162	–	–	﹤0.01%	848
2019 Q1	$32K	Hold	1,162	–	–	﹤0.01%	867
2018 Q4	$29K	Hold	1,162	–	–	﹤0.01%	889
2018 Q3	$34K	Hold	1,162	–	–	﹤0.01%	860
2018 Q2	$33K	Hold	1,162	–	–	﹤0.01%	839
2018 Q1	$33K	Hold	1,162	–	–	﹤0.01%	852
2017 Q4	$37K	Hold	1,162	–	–	﹤0.01%	813
2017 Q3	$32K	Buy	+1,162	New	+$31.3K	﹤0.01%	830
2017 Q2	–	Sell	-456	Closed	-$11K	–	1298
2017 Q1	$11K	Buy	+456	New	+$10.2K	﹤0.01%	983
2016 Q4	–	Sell	-258	Closed	-$6K	–	1209
2016 Q3	$6K	Hold	258	–	–	﹤0.01%	1023
2016 Q2	$7K	Hold	258	–	–	﹤0.01%	1027
2016 Q1	$6K	Sell	258 -30	-10%	-$668	﹤0.01%	1018
2015 Q4	$7K	Buy	288 +30	+12%	+$724	﹤0.01%	1004
2015 Q3	$6K	Hold	258	–	–	﹤0.01%	1006
2015 Q2	$6K	Sell	258 -2,244	-90%	-$50.1K	﹤0.01%	1067
2015 Q1	$58K	Buy	2,502 +2,244	+870%	+$47K	﹤0.01%	693
2014 Q4	$5K	Hold	258	–	–	﹤0.01%	950
2014 Q3	$4K	Hold	258	–	–	﹤0.01%	958
2014 Q2	$3K	Hold	258	–	–	﹤0.01%	973
2014 Q1	$3K	Buy	258 +108	+72%	+$1.26K	﹤0.01%	999
2013 Q4	$2K	Hold	150	–	–	﹤0.01%	1025
2013 Q3	$1K	Hold	150	–	–	﹤0.01%	1049
2013 Q2	$2K	Buy	+150	New	+$1.41K	﹤0.01%	1025

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust's MNST Position: Q1 2026 in Review

Whittier Trust increased its Monster Beverage (MNST) stake by 2,305% in Q1 2026, buying an estimated $17.5M and bringing the position to 231,852 shares worth $17.2M. The position accounts for 0.19% of the portfolio, ranked #93.

Whittier Trust first reported a position in MNST in Q2 2013 and has held it in 50 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Whittier Trust held 231,852 shares of Monster Beverage worth $17.2M as of Q1 2026.
Whittier Trust bought 222,211 Monster Beverage shares in Q1 2026, an estimated $17.5M.
Monster Beverage made up 0.19% of Whittier Trust's portfolio in Q1 2026, its #93 holding.
Whittier Trust first reported a position in Monster Beverage in Q2 2013 and has held it in 50 quarters since.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.