FAM
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Formidable Asset Management’s Monster Beverage MNST Stock Holding History

Formidable Asset 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 		$480K Sell
4,994
-4,000
-44% -$336K 0.08% 238
2026
Q1 		$652K Sell
8,994
-321
-3% -$25.3K 0.1% 189
2025
Q4 		$714K Hold
9,315
– – 0.1% 190
2025
Q3 		$627K Hold
9,315
– – 0.1% 199
2025
Q2 		$583K Buy
9,315
+325
+4% +$19.9K 0.1% 206
2025
Q1 		$526K Sell
8,990
-4,000
-31% -$208K 0.09% 220
2024
Q4 		$683K Sell
12,990
-780
-6% -$41.3K 0.11% 176
2024
Q3 		$718K Sell
13,770
-803
-6% -$39.8K 0.11% 170
2024
Q2 		$728K Sell
14,573
-437
-3% -$23.2K 0.12% 166
2024
Q1 		$890K Sell
15,010
-762
-5% -$43.8K 0.15% 146
2023
Q4 		$906K Buy
15,772
+818
+5% +$43.7K 0.19% 101
2023
Q3 		$792K Sell
14,954
-1,124
-7% -$63.9K 0.18% 115
2023
Q2 		$924K Buy
16,078
+1,274
+9% +$72.5K 0.2% 92
2023
Q1 		$800K Sell
14,804
-12,500
-46% -$641K 0.17% 108
2022
Q4 		$1.39M Hold
27,304
– – 0.31% 58
2022
Q3 		$1.19M Buy
27,304
+622
+2% +$28.7K 0.28% 69
2022
Q2 		$1.24M Buy
26,682
+5,442
+26% +$237K 0.28% 71
2022
Q1 		$849K Buy
21,240
+200
+1% +$8.39K 0.16% 114
2021
Q4 		$1.01M Buy
21,040
+1,988
+10% +$88.4K 0.19% 103
2021
Q3 		$846K Buy
+19,052
New +$901K 0.16% 122

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

Formidable Asset Management's MNST Position: Q2 2026 in Review

Formidable Asset Management reduced its Monster Beverage (MNST) stake by 44% in Q2 2026, selling an estimated $336K and leaving 4,994 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #238.

Formidable Asset Management first reported a position in MNST in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.39M in Q4 2022. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Formidable Asset Management held 4,994 shares of Monster Beverage worth $480K as of Q2 2026.
  • Formidable Asset Management sold 4,000 Monster Beverage shares in Q2 2026, an estimated $336K.
  • Monster Beverage made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #238 holding.
  • Formidable Asset Management first reported a position in Monster Beverage in Q3 2021 and has held it in 20 quarters since.
  • Formidable Asset Management's Monster Beverage position peaked at $1.39M in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.