Kovitz Investment Group Partners
MNST icon

Kovitz Investment Group Partners’s Monster Beverage MNST Stock Holding History

Kovitz Investment Group Partners’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 		$760K Sell
15,810
-72,028
-82% -$3.03M 0.02% 346
2026
Q1 		$3.18M Buy
+87,838
New +$3.46M 0.07% 171
2025
Q4 		– Sell
-53,556
Closed -$1.8M – 988
2025
Q3 		$1.8M Buy
53,556
+22,314
+71% +$696K 0.01% 689
2025
Q2 		$979K Buy
31,242
+5,592
+22% +$171K ﹤0.01% 810
2025
Q1 		$751K Buy
25,650
+240
+0.9% +$6.25K ﹤0.01% 809
2024
Q4 		$668K Buy
25,410
+1,242
+5% +$32.9K ﹤0.01% 820
2024
Q3 		$103K Buy
+24,168
New +$599K ﹤0.01% 979

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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's MNST Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Monster Beverage (MNST) stake by 82% in Q2 2026, selling an estimated $3.03M and leaving 15,810 shares worth $760K. The position accounts for 0.02% of the portfolio, ranked #346.

Kovitz Investment Group Partners first reported a position in MNST in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q1 2026. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Kovitz Investment Group Partners held 15,810 shares of Monster Beverage worth $760K as of Q2 2026.
  • Kovitz Investment Group Partners sold 72,028 Monster Beverage shares in Q2 2026, an estimated $3.03M.
  • Monster Beverage made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #346 holding.
  • Kovitz Investment Group Partners first reported a position in Monster Beverage in Q3 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's Monster Beverage position peaked at $3.18M in Q1 2026.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.