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Morningstar Investment Management’s Monster Beverage MNST Stock Holding History

Morningstar Investment 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
-133,930
Closed -$4.51M – 410
2025
Q3 		$4.51M Buy
+133,930
New +$4.18M 0.17% 149
2025
Q1 		– Sell
-31,996
Closed -$841K – 163
2024
Q4 		$841K Hold
31,996
– – 0.07% 90
2024
Q3 		$827K Buy
31,996
+13,724
+75% +$340K 0.08% 106
2024
Q2 		$456K Hold
18,272
– – 0.05% 128
2024
Q1 		$542K Hold
18,272
– – 0.06% 120
2023
Q4 		$526K Buy
+18,272
New +$488K 0.06% 123

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Morningstar Investment Management's MNST Position: Q4 2025 in Review

Morningstar Investment Management sold out of Monster Beverage (MNST) in Q4 2025, closing a stake of 133,930 shares — an estimated $4.51M sold.

Morningstar Investment Management first reported a position in MNST in Q4 2023 and held it in 6 quarters. The position peaked at $4.51M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold MNST as of Q4 2025.

  • Morningstar Investment Management reported no remaining Monster Beverage position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 133,930 Monster Beverage shares in Q4 2025, an estimated $4.51M.
  • Morningstar Investment Management first reported a position in Monster Beverage in Q4 2023 and held it in 6 quarters.
  • Morningstar Investment Management's Monster Beverage position peaked at $4.51M in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.