Optima Capital’s Monster Beverage MNST Stock Holding History

Optima Capital’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 Q1	–	Sell	-76	Closed	-$5.83K	–	852
2025 Q4	$5.83K	Buy	+76	New	+$5.45K	﹤0.01%	600

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optima Capital's MNST Position: Q1 2026 in Review

Optima Capital sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 76 shares — an estimated $5.83K sold.

Optima Capital first reported a position in MNST in Q4 2025 and held it in 1 quarter. The position peaked at $5.83K in Q4 2025. 1,237 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Optima Capital reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 76 Monster Beverage shares in Q1 2026, an estimated $5.83K.
Optima Capital first reported a position in Monster Beverage in Q4 2025 and held it in 1 quarter.
Optima Capital's Monster Beverage position peaked at $5.83K in Q4 2025.
1,237 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.