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Independent Financial Group’s Monster Beverage MNST Stock Holding History

Independent Financial Group’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
2025
Q4 		– Sell
-7,228
Closed -$243K – 1455
2025
Q3 		$243K Sell
7,228
-672
-9% -$21K 0.01% 1189
2025
Q2 		$247K Sell
7,900
-934
-11% -$28.5K 0.01% 1115
2025
Q1 		$258K Buy
+8,834
New +$230K 0.01% 997
2024
Q4 		– Sell
-8,436
Closed -$220K – 1214
2024
Q3 		$220K Buy
+8,436
New +$209K 0.01% 1020

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Independent Financial Group's MNST Position: Q4 2025 in Review

Independent Financial Group sold out of Monster Beverage (MNST) in Q4 2025, closing a stake of 7,228 shares — an estimated $243K sold.

Independent Financial Group first reported a position in MNST in Q3 2024 and held it in 4 quarters. The position peaked at $258K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold MNST as of Q4 2025.

  • Independent Financial Group reported no remaining Monster Beverage position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 7,228 Monster Beverage shares in Q4 2025, an estimated $243K.
  • Independent Financial Group first reported a position in Monster Beverage in Q3 2024 and held it in 4 quarters.
  • Independent Financial Group's Monster Beverage position peaked at $258K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.