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 Q2	$2.73M	Buy	56,764 +7,200	+15%	+$303K	0.18%	78
2026 Q1	$1.8M	Sell	49,564 -90,000	-64%	-$3.55M	0.14%	96
2025 Q4	$5.35M	Buy	139,564 +44,000	+46%	+$1.58M	0.33%	59
2025 Q3	$3.22M	Buy	95,564 +71,000	+289%	+$2.22M	0.21%	82
2025 Q2	$769K	Buy	+24,564	New	+$751K	0.05%	143
2025 Q1	–	Sell	-67,564	Closed	-$1.78M	–	187
2024 Q4	$1.78M	Buy	+67,564	New	+$1.79M	0.12%	109
2024 Q3	–	Sell	-45,564	Closed	-$1.14M	–	187
2024 Q2	$1.14M	Sell	45,564 -5,000	-10%	-$133K	0.08%	122
2024 Q1	$1.5M	Buy	+50,564	New	+$1.45M	0.11%	104
2023 Q2	–	Sell	-14,564	Closed	-$393K	–	174
2023 Q1	$393K	Buy	+14,564	New	+$373K	0.04%	144
2022 Q4	–	Sell	-36,564	Closed	-$795K	–	174
2022 Q3	$795K	Buy	36,564 +12,000	+49%	+$276K	0.08%	117
2022 Q2	$569K	Sell	24,564 -24,000	-49%	-$522K	0.05%	130
2022 Q1	$970K	Buy	48,564 +1,000	+2%	+$21K	0.07%	118
2021 Q4	$1.14M	Buy	47,564 +27,000	+131%	+$600K	0.08%	123
2021 Q3	$457K	Buy	+20,564	New	+$486K	0.04%	160

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

Cumberland Partners's MNST Position: Q2 2026 in Review

Cumberland Partners increased its Monster Beverage (MNST) stake by 15% in Q2 2026, buying an estimated $303K and bringing the position to 56,764 shares worth $2.73M. The position accounts for 0.18% of the portfolio, ranked #78.

Cumberland Partners first reported a position in MNST in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.35M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Cumberland Partners held 56,764 shares of Monster Beverage worth $2.73M as of Q2 2026.
Cumberland Partners bought 7,200 Monster Beverage shares in Q2 2026, an estimated $303K.
Monster Beverage made up 0.18% of Cumberland Partners's portfolio in Q2 2026, its #78 holding.
Cumberland Partners first reported a position in Monster Beverage in Q3 2021 and has held it in 14 quarters since.
Cumberland Partners's Monster Beverage position peaked at $5.35M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.