Montrusco Bolton Investments’s Monster Beverage MNST Stock Holding History

Montrusco Bolton Investments’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	$203M	Sell	2,113,791 -846,378	-29%	-$71.1M	3.15%	10
2026 Q1	$210M	Sell	2,960,169 -578,989	-16%	-$45.6M	3.18%	11
2025 Q4	$267M	Buy	3,539,158 +127,422	+4%	+$9.13M	3.32%	10
2025 Q3	$226M	Sell	3,411,736 -90,324	-3%	-$5.64M	2.63%	14
2025 Q2	$216M	Sell	3,502,060 -1,864,066	-35%	-$114M	2.4%	17
2025 Q1	$304M	Buy	5,366,126 +1,897,466	+55%	+$98.9M	3.99%	9
2024 Q4	$179M	Buy	3,468,660 +2,480,291	+251%	+$131M	2.17%	18
2024 Q3	$51.6M	Buy	+988,369	New	+$49M	0.54%	27

Other funds holding MNST

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Montrusco Bolton Investments's MNST Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Monster Beverage (MNST) stake by 29% in Q2 2026, selling an estimated $71.1M and leaving 2,113,791 shares worth $203M. The position accounts for 3.15% of the portfolio, ranked #10.

Montrusco Bolton Investments first reported a position in MNST in Q3 2024 and has held it in 8 quarters since. The position peaked at $304M in Q1 2025. 557 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Montrusco Bolton Investments held 2,113,791 shares of Monster Beverage worth $203M as of Q2 2026.
Montrusco Bolton Investments sold 846,378 Monster Beverage shares in Q2 2026, an estimated $71.1M.
Monster Beverage made up 3.15% of Montrusco Bolton Investments's portfolio in Q2 2026, its #10 holding.
Montrusco Bolton Investments first reported a position in Monster Beverage in Q3 2024 and has held it in 8 quarters since.
Montrusco Bolton Investments's Monster Beverage position peaked at $304M in Q1 2025.
557 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.