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Evergreen Capital Management’s Monster Beverage MNST Stock Holding History

Evergreen 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 		$1.6M Sell
16,671
-4,490
-21% -$377K 0.03% 380
2026
Q1 		$1.53M Buy
21,161
+600
+3% +$47.3K 0.03% 373
2025
Q4 		$1.58M Buy
20,561
+5,711
+38% +$409K 0.04% 363
2025
Q3 		$1,000K Buy
14,850
+1,113
+8% +$69.5K 0.02% 405
2025
Q2 		$860K Buy
13,737
+5,661
+70% +$346K 0.03% 396
2025
Q1 		$473K Buy
8,076
+1,237
+18% +$64.5K 0.02% 530
2024
Q4 		$359K Sell
6,839
-66
-1% -$3.5K 0.01% 648
2024
Q3 		$360K Sell
6,905
-1,106
-14% -$54.8K 0.01% 638
2024
Q2 		$400K Buy
8,011
+1,128
+16% +$59.8K 0.01% 536
2024
Q1 		$408K Sell
6,883
-104
-1% -$5.98K 0.02% 507
2023
Q4 		$403K Sell
6,987
-224
-3% -$12K 0.02% 478
2023
Q3 		$382K Sell
7,211
-180
-2% -$10.2K 0.02% 471
2023
Q2 		$425K Buy
7,391
+191
+3% +$10.9K 0.02% 435
2023
Q1 		$389K Buy
7,200
+324
+5% +$16.6K 0.02% 432
2022
Q4 		$349K Buy
6,876
+592
+9% +$28.7K 0.02% 437
2022
Q3 		$273K Sell
6,284
-56
-0.9% -$2.58K 0.01% 468
2022
Q2 		$294K Buy
+6,340
New +$276K 0.02% 425
2021
Q4 		– Sell
-4,890
Closed -$217K – 645
2021
Q3 		$217K Buy
+4,890
New +$231K 0.01% 521

Other funds holding MNST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Evergreen Capital Management reduced its Monster Beverage (MNST) stake by 21% in Q2 2026, selling an estimated $377K and leaving 16,671 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #380.

Evergreen Capital Management first reported a position in MNST in Q3 2021 and has held it in 18 quarters since. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Evergreen Capital Management held 16,671 shares of Monster Beverage worth $1.6M as of Q2 2026.
  • Evergreen Capital Management sold 4,490 Monster Beverage shares in Q2 2026, an estimated $377K.
  • Monster Beverage made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #380 holding.
  • Evergreen Capital Management first reported a position in Monster Beverage in Q3 2021 and has held it in 18 quarters since.
  • 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.