Jones Financial Companies
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Jones Financial Companies’s Monster Beverage MNST Stock Holding History

Jones Financial Companies’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 		$47.4M Buy
983,684
+168,248
+21% +$7.07M 0.02% 425
2026
Q1 		$29.3M Buy
815,436
+770,492
+1,714% +$30.4M 0.01% 488
2025
Q4 		$1.72M Sell
44,944
-3,530
-7% -$126K ﹤0.01% 1021
2025
Q3 		$1.58M Buy
48,474
+23,650
+95% +$738K ﹤0.01% 943
2025
Q2 		$766K Buy
24,824
+15,014
+153% +$459K ﹤0.01% 1114
2025
Q1 		$284K Buy
9,810
+3,704
+61% +$96.5K ﹤0.01% 1351
2024
Q4 		$160K Sell
6,106
-92
-1% -$2.44K ﹤0.01% 1445
2024
Q3 		$163K Buy
6,198
+4,528
+271% +$112K ﹤0.01% 1211
2024
Q2 		$41.7K Buy
1,670
+1,606
+2,509% +$42.6K ﹤0.01% 1314
2024
Q1 		$1.9K Hold
64
– – ﹤0.01% 1263
2023
Q4 		$1.84K Buy
+64
New +$1.71K ﹤0.01% 921
2023
Q1 		– Sell
-816
Closed -$21K – 698
2022
Q4 		$21K Buy
+816
New +$19.8K ﹤0.01% 420
2021
Q2 		– Sell
-2,616
Closed -$60K – 733
2021
Q1 		$60K Buy
+2,616
New +$58.6K ﹤0.01% 331

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies's MNST Position: Q2 2026 in Review

Jones Financial Companies increased its Monster Beverage (MNST) stake by 21% in Q2 2026, buying an estimated $7.07M and bringing the position to 983,684 shares worth $47.4M. The position accounts for 0.02% of the portfolio, ranked #425.

Jones Financial Companies first reported a position in MNST in Q1 2021 and has held it in 13 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Jones Financial Companies held 983,684 shares of Monster Beverage worth $47.4M as of Q2 2026.
  • Jones Financial Companies bought 168,248 Monster Beverage shares in Q2 2026, an estimated $7.07M.
  • Monster Beverage made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #425 holding.
  • Jones Financial Companies first reported a position in Monster Beverage in Q1 2021 and has held it in 13 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.