LVM Capital Management’s Monster Beverage MNST Stock Holding History

LVM Capital Management’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	-16,180	Closed	-$545K	–	166
2025 Q3	$545K	Buy	+16,180	New	+$505K	0.05%	109

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

LVM Capital Management's MNST Position: Q4 2025 in Review

LVM Capital Management sold out of Monster Beverage (MNST) in Q4 2025, closing a stake of 16,180 shares — an estimated $545K sold.

LVM Capital Management first reported a position in MNST in Q3 2025 and held it in 1 quarter. The position peaked at $545K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold MNST as of Q4 2025.

LVM Capital Management reported no remaining Monster Beverage position as of Q4 2025 after selling out during the quarter.
LVM Capital Management sold 16,180 Monster Beverage shares in Q4 2025, an estimated $545K.
LVM Capital Management first reported a position in Monster Beverage in Q3 2025 and held it in 1 quarter.
LVM Capital Management's Monster Beverage position peaked at $545K in Q3 2025.
1,230 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2025.

Based on LVM Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.