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Forum Financial Management’s Monster Beverage MNST Stock Holding History

Forum Financial 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
Q1 		– Sell
-10,321
Closed -$791K – 729
2025
Q4 		$791K Sell
10,321
-104
-1% -$7.45K 0.01% 310
2025
Q3 		$702K Buy
10,425
+1,466
+16% +$91.5K 0.01% 329
2025
Q2 		$561K Buy
8,959
+79
+0.9% +$4.83K 0.01% 371
2025
Q1 		$520K Buy
8,880
+737
+9% +$38.4K 0.01% 349
2024
Q4 		$428K Buy
8,143
+3,127
+62% +$166K 0.01% 439
2024
Q3 		$262K Buy
5,016
+6
+0.1% +$297 ﹤0.01% 587
2024
Q2 		$250K Sell
5,010
-132
-3% -$7K ﹤0.01% 556
2024
Q1 		$305K Hold
5,142
– – 0.01% 498
2023
Q4 		$296K Hold
5,142
– – 0.01% 461
2023
Q3 		$272K Buy
5,142
+60
+1% +$3.41K 0.01% 454
2023
Q2 		$292K Buy
5,082
+294
+6% +$16.7K 0.01% 441
2023
Q1 		$259K Buy
4,788
+266
+6% +$13.6K 0.01% 452
2022
Q4 		$230K Buy
+4,522
New +$219K 0.01% 494

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forum Financial Management's MNST Position: Q1 2026 in Review

Forum Financial Management sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 10,321 shares — an estimated $791K sold.

Forum Financial Management first reported a position in MNST in Q4 2022 and held it in 13 quarters. The position peaked at $791K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Forum Financial Management reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,321 Monster Beverage shares in Q1 2026, an estimated $791K.
  • Forum Financial Management first reported a position in Monster Beverage in Q4 2022 and held it in 13 quarters.
  • Forum Financial Management's Monster Beverage position peaked at $791K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.