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Aspen Investment Management’s Monster Beverage MNST Stock Holding History

Aspen Investment 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
Q4 		– Sell
-9,536
Closed -$321K – 179
2025
Q3 		$321K Sell
9,536
-2,464
-21% -$76.9K 0.12% 126
2025
Q2 		$376K Sell
12,000
-304
-2% -$9.29K 0.16% 118
2025
Q1 		$360K Hold
12,304
– – 0.17% 119
2024
Q4 		$323K Hold
12,304
– – 0.15% 122
2024
Q3 		$321K Buy
12,304
+80
+0.7% +$1.98K 0.15% 126
2024
Q2 		$305K Sell
12,224
-12
-0.1% -$318 0.15% 124
2024
Q1 		$363K Buy
12,236
+60
+0.5% +$1.73K 0.18% 122
2023
Q4 		$351K Sell
12,176
-12
-0.1% -$321 0.2% 108
2023
Q3 		$322K Sell
12,188
-96
-0.8% -$2.73K 0.2% 113
2023
Q2 		$353K Sell
12,284
-112
-0.9% -$3.19K 0.21% 108
2023
Q1 		$335K Sell
12,396
-40
-0.3% -$1.03K 0.21% 102
2022
Q4 		$316K Sell
12,436
-2,312
-16% -$56K 0.21% 105
2022
Q3 		$321K Sell
14,748
-16
-0.1% -$369 0.21% 107
2022
Q2 		$342K Buy
+14,764
New +$321K 0.21% 112

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Aspen Investment Management's MNST Position: Q4 2025 in Review

Aspen Investment Management sold out of Monster Beverage (MNST) in Q4 2025, closing a stake of 9,536 shares — an estimated $321K sold.

Aspen Investment Management first reported a position in MNST in Q2 2022 and held it in 14 quarters. The position peaked at $376K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold MNST as of Q4 2025.

  • Aspen Investment Management reported no remaining Monster Beverage position as of Q4 2025 after selling out during the quarter.
  • Aspen Investment Management sold 9,536 Monster Beverage shares in Q4 2025, an estimated $321K.
  • Aspen Investment Management first reported a position in Monster Beverage in Q2 2022 and held it in 14 quarters.
  • Aspen Investment Management's Monster Beverage position peaked at $376K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2025.

Based on Aspen Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.