MFG
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Merit Financial Group’s Monster Beverage MNST Stock Holding History

Merit Financial Group’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 		$2.94M Sell
61,094
-2,654
-4% -$112K 0.02% 595
2026
Q1 		$2.31M Buy
63,748
+4,462
+8% +$176K 0.02% 612
2025
Q4 		$2.27M Buy
59,286
+4,630
+8% +$166K 0.02% 598
2025
Q3 		$1.84M Sell
54,656
-19,260
-26% -$601K 0.02% 611
2025
Q2 		$2.32M Buy
73,916
+49,728
+206% +$1.52M 0.03% 478
2025
Q1 		$708K Buy
24,188
+10,882
+82% +$284K 0.01% 795
2024
Q4 		$350K Buy
13,306
+2,670
+25% +$70.8K 0.01% 868
2024
Q3 		$277K Sell
10,636
-2,840
-21% -$70.4K 0.01% 691
2024
Q2 		$337K Buy
13,476
+178
+1% +$4.72K 0.01% 687
2024
Q1 		$366K Buy
13,298
+418
+3% +$12K 0.01% 640
2023
Q4 		$371K Buy
+12,880
New +$344K 0.01% 561

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

Merit Financial Group's MNST Position: Q2 2026 in Review

Merit Financial Group reduced its Monster Beverage (MNST) stake by 4.2% in Q2 2026, selling an estimated $112K and leaving 61,094 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #595.

Merit Financial Group first reported a position in MNST in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Merit Financial Group held 61,094 shares of Monster Beverage worth $2.94M as of Q2 2026.
  • Merit Financial Group sold 2,654 Monster Beverage shares in Q2 2026, an estimated $112K.
  • Monster Beverage made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #595 holding.
  • Merit Financial Group first reported a position in Monster Beverage in Q4 2023 and has held it in 11 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.