Cumberland Partners’s Monster Beverage MNST Stock Holding History

Cumberland Partners’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 Q1	$1.8M	Sell	24,782 -45,000	-64%	-$3.55M	0.14%	96
2025 Q4	$5.35M	Buy	69,782 +22,000	+46%	+$1.58M	0.33%	59
2025 Q3	$3.22M	Buy	47,782 +35,500	+289%	+$2.22M	0.21%	82
2025 Q2	$769K	Buy	+12,282	New	+$750K	0.05%	143
2025 Q1	–	Sell	-33,782	Closed	-$1.78M	–	187
2024 Q4	$1.78M	Buy	+33,782	New	+$1.79M	0.12%	109
2024 Q3	–	Sell	-22,782	Closed	-$1.14M	–	187
2024 Q2	$1.14M	Sell	22,782 -2,500	-10%	-$133K	0.08%	122
2024 Q1	$1.5M	Buy	+25,282	New	+$1.45M	0.11%	104
2023 Q2	–	Sell	-7,282	Closed	-$393K	–	174
2023 Q1	$393K	Buy	+7,282	New	+$373K	0.04%	144
2022 Q4	–	Sell	-18,282	Closed	-$795K	–	174
2022 Q3	$795K	Buy	18,282 +6,000	+49%	+$276K	0.08%	117
2022 Q2	$569K	Sell	12,282 -12,000	-49%	-$522K	0.05%	130
2022 Q1	$970K	Buy	24,282 +500	+2%	+$21K	0.07%	118
2021 Q4	$1.14M	Buy	23,782 +13,500	+131%	+$600K	0.08%	123
2021 Q3	$457K	Buy	+10,282	New	+$486K	0.04%	160

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

Cumberland Partners's MNST Position: Q1 2026 in Review

Cumberland Partners reduced its Monster Beverage (MNST) stake by 64% in Q1 2026, selling an estimated $3.55M and leaving 24,782 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #96.

Cumberland Partners first reported a position in MNST in Q3 2021 and has held it in 13 quarters since. The position peaked at $5.35M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Cumberland Partners held 24,782 shares of Monster Beverage worth $1.8M as of Q1 2026.
Cumberland Partners sold 45,000 Monster Beverage shares in Q1 2026, an estimated $3.55M.
Monster Beverage made up 0.14% of Cumberland Partners's portfolio in Q1 2026, its #96 holding.
Cumberland Partners first reported a position in Monster Beverage in Q3 2021 and has held it in 13 quarters since.
Cumberland Partners's Monster Beverage position peaked at $5.35M in Q4 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.