MFGM
MNST icon

Marshall Financial Group (Maryland)’s Monster Beverage MNST Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.45M Buy
71,698
+1,002
+1% +$42.1K 0.5% 39
2026
Q1 		$2.56M Buy
70,696
+944
+1% +$37.2K 0.41% 48
2025
Q4 		$2.67M Sell
69,752
-6,374
-8% -$228K 0.52% 39
2025
Q3 		$2.56M Buy
76,126
+2,810
+4% +$87.7K 0.5% 43
2025
Q2 		$2.3M Sell
73,316
-1,954
-3% -$59.7K 0.45% 45
2025
Q1 		$2.2M Buy
75,270
+2,116
+3% +$55.1K 0.48% 43
2024
Q4 		$1.92M Buy
73,154
+2,100
+3% +$55.7K 0.47% 48
2024
Q3 		$1.85M Buy
71,054
+606
+0.9% +$15K 0.44% 53
2024
Q2 		$1.76M Buy
70,448
+3,440
+5% +$91.2K 0.49% 51
2024
Q1 		$1.99M Buy
67,008
+2,840
+4% +$81.6K 0.57% 45
2023
Q4 		$1.85M Buy
+64,168
New +$1.71M 0.6% 46
2022
Q4 		– Sell
-51,248
Closed -$1.11M – 190
2022
Q3 		$1.11M Sell
51,248
-760
-1% -$17.5K 0.47% 59
2022
Q2 		$1.21M Sell
52,008
-2,148
-4% -$46.7K 0.48% 59
2022
Q1 		$1.08M Buy
54,156
+264
+0.5% +$5.54K 0.44% 79
2021
Q4 		$1.29M Buy
53,892
+6,624
+14% +$147K 0.48% 69
2021
Q3 		$1.05M Buy
47,268
+2,836
+6% +$67K 0.54% 54
2021
Q2 		$1.01M Sell
44,432
-11,144
-20% -$261K 0.55% 57
2021
Q1 		$1.27M Buy
55,576
+2,060
+4% +$46.1K 0.76% 44
2020
Q4 		$1.24M Buy
+53,516
New +$1.12M 0.81% 40

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

Marshall Financial Group (Maryland)'s MNST Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Monster Beverage (MNST) stake by 1.4% in Q2 2026, buying an estimated $42.1K and bringing the position to 71,698 shares worth $3.45M. The position accounts for 0.5% of the portfolio, ranked #39.

Marshall Financial Group (Maryland) first reported a position in MNST in Q4 2020 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Marshall Financial Group (Maryland) held 71,698 shares of Monster Beverage worth $3.45M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 1,002 Monster Beverage shares in Q2 2026, an estimated $42.1K.
  • Monster Beverage made up 0.5% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #39 holding.
  • Marshall Financial Group (Maryland) first reported a position in Monster Beverage in Q4 2020 and has held it in 19 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.