Broadwood Capital’s Monster Beverage MNST Stock Holding History

Broadwood Capital’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
2021 Q2	–	Sell	-800,000	Closed	-$18.2M	–	8
2021 Q1	$18.2M	Buy	800,000 +400,000	+100%	+$8.96M	0.97%	7
2020 Q4	$9.25M	Buy	+400,000	New	+$8.4M	0.55%	7
2018 Q4	–	Sell	-3,200,000	Closed	-$46.6M	–	10
2018 Q3	$46.6M	Hold	3,200,000	–	–	4.33%	6
2018 Q2	$45.8M	Hold	3,200,000	–	–	5.26%	6
2018 Q1	$45.8M	Buy	3,200,000 +1,200,000	+60%	+$18.7M	6.65%	5
2017 Q4	$31.6M	Buy	+2,000,000	New	+$30M	4.41%	6
2014 Q4	–	Sell	-6,000,000	Closed	-$45.8M	–	6
2014 Q3	$45.8M	Sell	6,000,000 -6,000,000	-50%	-$39.4M	9.69%	4
2014 Q2	$71M	Hold	12,000,000	–	–	12.96%	4
2014 Q1	$69.5M	Hold	12,000,000	–	–	13.55%	4
2013 Q4	$67.8M	Hold	12,000,000	–	–	13.63%	4
2013 Q3	$52.3M	Sell	12,000,000 -1,200,000	-9%	-$5.92M	11.15%	4
2013 Q2	$66.9M	Buy	+13,200,000	New	+$62M	15.21%	3

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

Broadwood Capital's MNST Position: Q2 2026 in Review

Broadwood Capital held its Monster Beverage (MNST) position steady in Q2 2026 at 16,215,592 shares worth $779M. The position accounts for 40.73% of the portfolio, ranked #1.

Broadwood Capital first reported a position in MNST in Q2 2013 and has held it in 53 quarters since. 1,370 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Broadwood Capital held 16,215,592 shares of Monster Beverage worth $779M as of Q2 2026.
Broadwood Capital left its Monster Beverage share count unchanged in Q2 2026.
Monster Beverage made up 40.73% of Broadwood Capital's portfolio in Q2 2026, its #1 holding.
Broadwood Capital first reported a position in Monster Beverage in Q2 2013 and has held it in 53 quarters since.
1,370 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Broadwood Capital's 13F filing for Q2 2026, filed 14 Aug 2026.