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 Q2	$754K	Buy	15,680 +3,390	+28%	+$142K	0.01%	311
2026 Q1	$445K	Buy	12,290 +22	+0.2%	+$867	0.01%	369
2025 Q4	$470K	Buy	12,268 +268	+2%	+$9.6K	0.01%	358
2025 Q3	$404K	Hold	12,000	–	–	﹤0.01%	377
2025 Q2	$376K	Hold	12,000	–	–	﹤0.01%	385
2025 Q1	$351K	Hold	12,000	–	–	﹤0.01%	379
2024 Q4	$315K	Sell	12,000 -154	-1%	-$4.08K	﹤0.01%	407
2024 Q3	$317K	Buy	12,154 +154	+1%	+$3.81K	﹤0.01%	423
2024 Q2	$300K	Hold	12,000	–	–	﹤0.01%	417
2024 Q1	$356K	Hold	12,000	–	–	﹤0.01%	406
2023 Q4	$346K	Hold	12,000	–	–	﹤0.01%	403
2023 Q3	$318K	Hold	12,000	–	–	﹤0.01%	407
2023 Q2	$345K	Hold	12,000	–	–	0.01%	406
2023 Q1	$324K	Hold	12,000	–	–	0.01%	431
2022 Q4	$305K	Hold	12,000	–	–	0.01%	439
2022 Q3	$261K	Sell	12,000 -160	-1%	-$3.69K	﹤0.01%	456
2022 Q2	$282K	Buy	12,160 +160	+1%	+$3.48K	﹤0.01%	465
2022 Q1	$240K	Hold	12,000	–	–	﹤0.01%	451
2021 Q4	$288K	Buy	+12,000	New	+$267K	﹤0.01%	405
2021 Q2	–	Sell	-12,000	Closed	-$273K	–	512
2021 Q1	$273K	Hold	12,000	–	–	﹤0.01%	406
2020 Q4	$277K	Hold	12,000	–	–	﹤0.01%	384
2020 Q3	$241K	Hold	12,000	–	–	﹤0.01%	371
2020 Q2	$208K	Buy	+12,000	New	+$196K	﹤0.01%	373

Other funds holding MNST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Williams Jones Wealth Management's MNST Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Monster Beverage (MNST) stake by 28% in Q2 2026, buying an estimated $142K and bringing the position to 15,680 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #311.

Williams Jones Wealth Management first reported a position in MNST in Q2 2020 and has held it in 23 quarters since. 1,372 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Williams Jones Wealth Management held 15,680 shares of Monster Beverage worth $754K as of Q2 2026.
Williams Jones Wealth Management bought 3,390 Monster Beverage shares in Q2 2026, an estimated $142K.
Monster Beverage made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #311 holding.
Williams Jones Wealth Management first reported a position in Monster Beverage in Q2 2020 and has held it in 23 quarters since.
1,372 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.