Carderock Capital Management’s Monster Beverage MNST Stock Holding History

Carderock 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
2026 Q2	$12M	Buy	124,341 +7,845	+7%	+$659K	2.62%	11
2026 Q1	$8.44M	Buy	116,496 +2,472	+2%	+$195K	2.09%	21
2025 Q4	$8.74M	Buy	114,024 +33,252	+41%	+$2.38M	2.12%	22
2025 Q3	$5.44M	Buy	80,772 +15,134	+23%	+$945K	1.32%	40
2025 Q2	$4.11M	Buy	65,638 +10,870	+20%	+$664K	1.05%	45
2025 Q1	$3.21M	Buy	54,768 +8,522	+18%	+$444K	0.85%	47
2024 Q4	$2.43M	Sell	46,246 -1,592	-3%	-$84.4K	0.61%	48
2024 Q3	$2.5M	Buy	47,838 +9,962	+26%	+$494K	0.59%	48
2024 Q2	$1.89M	Buy	+37,876	New	+$2.01M	0.5%	49

Other funds holding MNST

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Carderock Capital Management's MNST Position: Q2 2026 in Review

Carderock Capital Management increased its Monster Beverage (MNST) stake by 6.7% in Q2 2026, buying an estimated $659K and bringing the position to 124,341 shares worth $12M. The position accounts for 2.62% of the portfolio, ranked #11.

Carderock Capital Management first reported a position in MNST in Q2 2024 and has held it in 9 quarters since. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Carderock Capital Management held 124,341 shares of Monster Beverage worth $12M as of Q2 2026.
Carderock Capital Management bought 7,845 Monster Beverage shares in Q2 2026, an estimated $659K.
Monster Beverage made up 2.62% of Carderock Capital Management's portfolio in Q2 2026, its #11 holding.
Carderock Capital Management first reported a position in Monster Beverage in Q2 2024 and has held it in 9 quarters since.
358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.