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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
35,849
+501
+1% +$42.1K 0.5% 39
2026
Q1 		$2.56M Buy
35,348
+472
+1% +$37.2K 0.41% 48
2025
Q4 		$2.67M Sell
34,876
-3,187
-8% -$228K 0.52% 39
2025
Q3 		$2.56M Buy
38,063
+1,405
+4% +$87.7K 0.5% 43
2025
Q2 		$2.3M Sell
36,658
-977
-3% -$59.7K 0.45% 45
2025
Q1 		$2.2M Buy
37,635
+1,058
+3% +$55.1K 0.48% 43
2024
Q4 		$1.92M Buy
36,577
+1,050
+3% +$55.7K 0.47% 48
2024
Q3 		$1.85M Buy
35,527
+303
+0.9% +$15K 0.44% 53
2024
Q2 		$1.76M Buy
35,224
+1,720
+5% +$91.2K 0.49% 51
2024
Q1 		$1.99M Buy
33,504
+1,420
+4% +$81.6K 0.57% 45
2023
Q4 		$1.85M Buy
+32,084
New +$1.71M 0.6% 46
2022
Q4 		– Sell
-25,624
Closed -$1.11M – 190
2022
Q3 		$1.11M Sell
25,624
-380
-1% -$17.5K 0.47% 59
2022
Q2 		$1.21M Sell
26,004
-1,074
-4% -$46.7K 0.48% 59
2022
Q1 		$1.08M Buy
27,078
+132
+0.5% +$5.54K 0.44% 79
2021
Q4 		$1.29M Buy
26,946
+3,312
+14% +$147K 0.48% 69
2021
Q3 		$1.05M Buy
23,634
+1,418
+6% +$67K 0.54% 54
2021
Q2 		$1.01M Sell
22,216
-5,572
-20% -$261K 0.55% 57
2021
Q1 		$1.27M Buy
27,788
+1,030
+4% +$46.1K 0.76% 44
2020
Q4 		$1.24M Buy
+26,758
New +$1.12M 0.81% 40

Other funds holding MNST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 35,849 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. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Marshall Financial Group (Maryland) held 35,849 shares of Monster Beverage worth $3.45M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 501 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.
  • 358 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.