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	-400,000	Closed	-$18.2M	–	8
2021 Q1	$18.2M	Buy	400,000 +200,000	+100%	+$8.96M	0.97%	7
2020 Q4	$9.25M	Buy	+200,000	New	+$8.4M	0.55%	7
2018 Q4	–	Sell	-1,600,000	Closed	-$46.6M	–	10
2018 Q3	$46.6M	Hold	1,600,000	–	–	4.33%	6
2018 Q2	$45.8M	Hold	1,600,000	–	–	5.26%	6
2018 Q1	$45.8M	Buy	1,600,000 +600,000	+60%	+$18.7M	6.65%	5
2017 Q4	$31.6M	Buy	+1,000,000	New	+$30M	4.41%	6
2014 Q4	–	Sell	-3,000,000	Closed	-$45.8M	–	6
2014 Q3	$45.8M	Sell	3,000,000 -3,000,000	-50%	-$39.4M	9.69%	4
2014 Q2	$71M	Hold	6,000,000	–	–	12.96%	4
2014 Q1	$69.5M	Hold	6,000,000	–	–	13.55%	4
2013 Q4	$67.8M	Hold	6,000,000	–	–	13.63%	4
2013 Q3	$52.3M	Sell	6,000,000 -600,000	-9%	-$5.92M	11.15%	4
2013 Q2	$66.9M	Buy	+6,600,000	New	+$62M	15.21%	3

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwood Capital's MNST Position: Q1 2026 in Review

Broadwood Capital reduced its Monster Beverage (MNST) stake by 1.1% in Q1 2026, selling an estimated $7.19M and leaving 8,107,796 shares worth $587M. The position accounts for 41.41% of the portfolio, ranked #1.

Broadwood Capital first reported a position in MNST in Q2 2013 and has held it in 52 quarters since. The position peaked at $629M in Q4 2025. 1,237 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Broadwood Capital held 8,107,796 shares of Monster Beverage worth $587M as of Q1 2026.
Broadwood Capital sold 91,200 Monster Beverage shares in Q1 2026, an estimated $7.19M.
Monster Beverage made up 41.41% of Broadwood Capital's portfolio in Q1 2026, its #1 holding.
Broadwood Capital first reported a position in Monster Beverage in Q2 2013 and has held it in 52 quarters since.
Broadwood Capital's Monster Beverage position peaked at $629M in Q4 2025.
1,237 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Broadwood Capital's 13F filing for Q1 2026, filed 15 May 2026.