Mount Lucas Management’s Monster Beverage MNST Stock Holding History

Mount Lucas 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
2026 Q2	$2.22M	Buy	46,112 +1,444	+3%	+$60.7K	0.79%	30
2026 Q1	$1.62M	Buy	+44,668	New	+$1.76M	0.6%	46
2024 Q2	–	Sell	-80,118	Closed	-$2.37M	–	180
2024 Q1	$2.37M	Sell	80,118 -6,596	-8%	-$190K	0.65%	58
2023 Q4	$2.5M	Sell	86,714 -6	-0%	-$160	0.72%	47
2023 Q3	$2.3M	Sell	86,720 -1,444	-2%	-$41K	0.81%	51
2023 Q2	$2.53M	Buy	+88,164	New	+$2.51M	0.85%	45
2021 Q4	–	Sell	-86,428	Closed	-$1.92M	–	153
2021 Q3	$1.92M	Sell	86,428 -6,676	-7%	-$158K	0.58%	65
2021 Q2	$2.13M	Buy	93,104 +12,640	+16%	+$297K	0.57%	61
2021 Q1	$1.83M	Buy	80,464 +7,544	+10%	+$169K	0.54%	50
2020 Q4	$1.69M	Buy	+72,920	New	+$1.53M	0.35%	85

Other funds holding MNST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Lucas Management's MNST Position: Q2 2026 in Review

Mount Lucas Management increased its Monster Beverage (MNST) stake by 3.2% in Q2 2026, buying an estimated $60.7K and bringing the position to 46,112 shares worth $2.22M. The position accounts for 0.79% of the portfolio, ranked #30.

Mount Lucas Management first reported a position in MNST in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.53M in Q2 2023. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Mount Lucas Management held 46,112 shares of Monster Beverage worth $2.22M as of Q2 2026.
Mount Lucas Management bought 1,444 Monster Beverage shares in Q2 2026, an estimated $60.7K.
Monster Beverage made up 0.79% of Mount Lucas Management's portfolio in Q2 2026, its #30 holding.
Mount Lucas Management first reported a position in Monster Beverage in Q4 2020 and has held it in 10 quarters since.
Mount Lucas Management's Monster Beverage position peaked at $2.53M in Q2 2023.
1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.