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WR Wealth Planners’s Monster Beverage MNST Stock Holding History

WR Wealth Planners’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 		$5.1K Buy
97
+7
+8% +$371 ﹤0.01% 698
2024
Q3 		$4.7K Hold
90
– – ﹤0.01% 758
2024
Q2 		$4.5K Buy
90
+19
+27% +$1.01K ﹤0.01% 738
2024
Q1 		$4.21K Buy
+71
New +$4.08K ﹤0.01% 753
2023
Q4 		– Sell
-46
Closed -$2.44K – 594
2023
Q3 		$2.44K Buy
46
+20
+77% +$1.14K ﹤0.01% 756
2023
Q2 		$1.49K Buy
+26
New +$1.48K ﹤0.01% 803

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's MNST Position: Q4 2024 in Review

WR Wealth Planners increased its Monster Beverage (MNST) stake by 7.8% in Q4 2024, buying an estimated $371 and bringing the position to 97 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

WR Wealth Planners first reported a position in MNST in Q2 2023 and has held it in 6 quarters since. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

  • WR Wealth Planners held 97 shares of Monster Beverage worth $5.1K as of Q4 2024.
  • WR Wealth Planners bought 7 Monster Beverage shares in Q4 2024, an estimated $371.
  • Monster Beverage made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #698 holding.
  • WR Wealth Planners first reported a position in Monster Beverage in Q2 2023 and has held it in 6 quarters since.
  • 966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.