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 Q1	$624K	Buy	8,616 +4,949	+135%	+$390K	0.26%	51
2025 Q4	$281K	Buy	+3,667	New	+$263K	0.12%	67
2021 Q2	–	Sell	-4,800	Closed	-$219K	–	65
2021 Q1	$219K	Hold	4,800	–	–	0.09%	61
2020 Q4	$222K	Buy	+4,800	New	+$202K	0.09%	59

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Family Office's MNST Position: Q1 2026 in Review

Independent Family Office increased its Monster Beverage (MNST) stake by 135% in Q1 2026, buying an estimated $390K and bringing the position to 8,616 shares worth $624K. The position accounts for 0.26% of the portfolio, ranked #51.

Independent Family Office first reported a position in MNST in Q4 2020 and has held it in 4 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Independent Family Office held 8,616 shares of Monster Beverage worth $624K as of Q1 2026.
Independent Family Office bought 4,949 Monster Beverage shares in Q1 2026, an estimated $390K.
Monster Beverage made up 0.26% of Independent Family Office's portfolio in Q1 2026, its #51 holding.
Independent Family Office first reported a position in Monster Beverage in Q4 2020 and has held it in 4 quarters since.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.