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Applied Finance Capital Management’s Monster Beverage MNST Stock Holding History

Applied Finance Capital 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
2025
Q3 		– Sell
-14,611
Closed -$915K – 311
2025
Q2 		$915K Sell
14,611
-2,618
-15% -$160K 0.06% 131
2025
Q1 		$1.01M Hold
17,229
– – 0.07% 109
2024
Q4 		$906K Buy
+17,229
New +$913K 0.04% 125

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Applied Finance Capital Management's MNST Position: Q3 2025 in Review

Applied Finance Capital Management sold out of Monster Beverage (MNST) in Q3 2025, closing a stake of 14,611 shares — an estimated $915K sold.

Applied Finance Capital Management first reported a position in MNST in Q4 2024 and held it in 3 quarters. The position peaked at $1.01M in Q1 2025. 1,099 funds tracked by Wall St. Rank hold MNST as of Q3 2025.

  • Applied Finance Capital Management reported no remaining Monster Beverage position as of Q3 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 14,611 Monster Beverage shares in Q3 2025, an estimated $915K.
  • Applied Finance Capital Management first reported a position in Monster Beverage in Q4 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's Monster Beverage position peaked at $1.01M in Q1 2025.
  • 1,099 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.