Independent Family Office’s Monster Beverage MNST Stock Holding History

Independent Family Office’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	$611K	Sell	12,710 -4,522	-26%	-$190K	0.25%	51
2026 Q1	$624K	Buy	17,232 +9,898	+135%	+$390K	0.26%	51
2025 Q4	$281K	Buy	+7,334	New	+$263K	0.12%	67
2021 Q2	–	Sell	-9,600	Closed	-$219K	–	65
2021 Q1	$219K	Hold	9,600	–	–	0.09%	61
2020 Q4	$222K	Buy	+9,600	New	+$202K	0.09%	59

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

Independent Family Office's MNST Position: Q2 2026 in Review

Independent Family Office reduced its Monster Beverage (MNST) stake by 26% in Q2 2026, selling an estimated $190K and leaving 12,710 shares worth $611K. The position accounts for 0.25% of the portfolio, ranked #51.

Independent Family Office first reported a position in MNST in Q4 2020 and has held it in 5 quarters since. The position peaked at $624K in Q1 2026. 1,370 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Independent Family Office held 12,710 shares of Monster Beverage worth $611K as of Q2 2026.
Independent Family Office sold 4,522 Monster Beverage shares in Q2 2026, an estimated $190K.
Monster Beverage made up 0.25% of Independent Family Office's portfolio in Q2 2026, its #51 holding.
Independent Family Office first reported a position in Monster Beverage in Q4 2020 and has held it in 5 quarters since.
Independent Family Office's Monster Beverage position peaked at $624K in Q1 2026.
1,370 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.