Williams Jones Wealth Management’s Monster Beverage MNST Stock Holding History

Williams Jones Wealth 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 Q1	$445K	Buy	6,145 +11	+0.2%	+$867	0.01%	369
2025 Q4	$470K	Buy	6,134 +134	+2%	+$9.6K	0.01%	358
2025 Q3	$404K	Hold	6,000	–	–	﹤0.01%	377
2025 Q2	$376K	Hold	6,000	–	–	﹤0.01%	385
2025 Q1	$351K	Hold	6,000	–	–	﹤0.01%	379
2024 Q4	$315K	Sell	6,000 -77	-1%	-$4.08K	﹤0.01%	407
2024 Q3	$317K	Buy	6,077 +77	+1%	+$3.81K	﹤0.01%	423
2024 Q2	$300K	Hold	6,000	–	–	﹤0.01%	417
2024 Q1	$356K	Hold	6,000	–	–	﹤0.01%	406
2023 Q4	$346K	Hold	6,000	–	–	﹤0.01%	403
2023 Q3	$318K	Hold	6,000	–	–	﹤0.01%	407
2023 Q2	$345K	Hold	6,000	–	–	0.01%	406
2023 Q1	$324K	Hold	6,000	–	–	0.01%	431
2022 Q4	$305K	Hold	6,000	–	–	0.01%	439
2022 Q3	$261K	Sell	6,000 -80	-1%	-$3.69K	﹤0.01%	456
2022 Q2	$282K	Buy	6,080 +80	+1%	+$3.48K	﹤0.01%	465
2022 Q1	$240K	Hold	6,000	–	–	﹤0.01%	451
2021 Q4	$288K	Buy	+6,000	New	+$267K	﹤0.01%	405
2021 Q2	–	Sell	-6,000	Closed	-$273K	–	512
2021 Q1	$273K	Hold	6,000	–	–	﹤0.01%	406
2020 Q4	$277K	Hold	6,000	–	–	﹤0.01%	384
2020 Q3	$241K	Hold	6,000	–	–	﹤0.01%	371
2020 Q2	$208K	Buy	+6,000	New	+$196K	﹤0.01%	373

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

Williams Jones Wealth Management's MNST Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Monster Beverage (MNST) stake by 0.18% in Q1 2026, buying an estimated $867 and bringing the position to 6,145 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #369.

Williams Jones Wealth Management first reported a position in MNST in Q2 2020 and has held it in 22 quarters since. The position peaked at $470K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Williams Jones Wealth Management held 6,145 shares of Monster Beverage worth $445K as of Q1 2026.
Williams Jones Wealth Management bought 11 Monster Beverage shares in Q1 2026, an estimated $867.
Monster Beverage made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #369 holding.
Williams Jones Wealth Management first reported a position in Monster Beverage in Q2 2020 and has held it in 22 quarters since.
Williams Jones Wealth Management's Monster Beverage position peaked at $470K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.