Annex Advisory Services’s Monster Beverage MNST Stock Holding History

Annex Advisory Services’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	$8.54M	Sell	88,885 -7,749	-8%	-$651K	0.15%	87
2026 Q1	$7M	Sell	96,634 -26,708	-22%	-$2.11M	0.13%	93
2025 Q4	$9.46M	Buy	123,342 +2,919	+2%	+$209K	0.18%	87
2025 Q3	$8.11M	Buy	120,423 +6,248	+5%	+$390K	0.17%	81
2025 Q2	$7.15M	Buy	114,175 +9,289	+9%	+$568K	0.17%	79
2025 Q1	$6.14M	Buy	104,886 +6,896	+7%	+$359K	0.17%	82
2024 Q4	$5.15M	Buy	97,990 +4,721	+5%	+$250K	0.16%	85
2024 Q3	$4.87M	Buy	93,269 +21,545	+30%	+$1.07M	0.16%	86
2024 Q2	$3.58M	Buy	71,724 +4,439	+7%	+$235K	0.13%	90
2024 Q1	$3.99M	Buy	67,285 +1,981	+3%	+$114K	0.14%	88
2023 Q4	$3.76M	Buy	+65,304	New	+$3.49M	0.16%	87

Other funds holding MNST

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Annex Advisory Services's MNST Position: Q2 2026 in Review

Annex Advisory Services reduced its Monster Beverage (MNST) stake by 8% in Q2 2026, selling an estimated $651K and leaving 88,885 shares worth $8.54M. The position accounts for 0.15% of the portfolio, ranked #87.

Annex Advisory Services first reported a position in MNST in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.46M in Q4 2025. 217 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Annex Advisory Services held 88,885 shares of Monster Beverage worth $8.54M as of Q2 2026.
Annex Advisory Services sold 7,749 Monster Beverage shares in Q2 2026, an estimated $651K.
Monster Beverage made up 0.15% of Annex Advisory Services's portfolio in Q2 2026, its #87 holding.
Annex Advisory Services first reported a position in Monster Beverage in Q4 2023 and has held it in 11 quarters since.
Annex Advisory Services's Monster Beverage position peaked at $9.46M in Q4 2025.
217 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.