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
Q1 		$29.3M Buy
407,718
+385,246
+1,714% +$30.4M 0.01% 488
2025
Q4 		$1.72M Sell
22,472
-1,765
-7% -$126K ﹤0.01% 1021
2025
Q3 		$1.58M Buy
24,237
+11,825
+95% +$738K ﹤0.01% 943
2025
Q2 		$766K Buy
12,412
+7,507
+153% +$459K ﹤0.01% 1114
2025
Q1 		$284K Buy
4,905
+1,852
+61% +$96.5K ﹤0.01% 1351
2024
Q4 		$160K Sell
3,053
-46
-1% -$2.44K ﹤0.01% 1445
2024
Q3 		$163K Buy
3,099
+2,264
+271% +$112K ﹤0.01% 1211
2024
Q2 		$41.7K Buy
835
+803
+2,509% +$42.6K ﹤0.01% 1314
2024
Q1 		$1.9K Hold
32
– – ﹤0.01% 1263
2023
Q4 		$1.84K Buy
+32
New +$1.71K ﹤0.01% 921
2023
Q1 		– Sell
-408
Closed -$21K – 698
2022
Q4 		$21K Buy
+408
New +$19.8K ﹤0.01% 420
2021
Q2 		– Sell
-1,308
Closed -$60K – 733
2021
Q1 		$60K Buy
+1,308
New +$58.6K ﹤0.01% 331

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

Jones Financial Companies's MNST Position: Q1 2026 in Review

Jones Financial Companies increased its Monster Beverage (MNST) stake by 1,714% in Q1 2026, buying an estimated $30.4M and bringing the position to 407,718 shares worth $29.3M. The position accounts for 0.01% of the portfolio, ranked #488.

Jones Financial Companies first reported a position in MNST in Q1 2021 and has held it in 12 quarters since. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Jones Financial Companies held 407,718 shares of Monster Beverage worth $29.3M as of Q1 2026.
  • Jones Financial Companies bought 385,246 Monster Beverage shares in Q1 2026, an estimated $30.4M.
  • Monster Beverage made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #488 holding.
  • Jones Financial Companies first reported a position in Monster Beverage in Q1 2021 and has held it in 12 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.