Phoenix Financial’s Monster Beverage MNST Stock Holding History

Phoenix Financial’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	$516K	Buy	7,127 +1,501	+27%	+$118K	﹤0.01%	302
2025 Q4	$431K	Buy	5,626 +963	+21%	+$69K	﹤0.01%	320
2025 Q3	$314K	Buy	4,663 +1,010	+28%	+$63K	﹤0.01%	377
2025 Q2	$229K	Buy	+3,653	New	+$223K	﹤0.01%	381
2023 Q2	–	Sell	-4,830	Closed	-$251K	–	349
2023 Q1	$251K	Buy	+4,830	New	+$248K	0.01%	255
2021 Q1	–	Sell	-78,224	Closed	-$3.56M	–	444
2020 Q4	$3.56M	Buy	78,224 +26,244	+50%	+$1.1M	0.1%	160
2020 Q3	$1.95M	Buy	51,980 +290	+0.6%	+$11.5K	0.08%	158
2020 Q2	$1.69M	Buy	51,690 +4,376	+9%	+$143K	0.07%	178
2020 Q1	$1.3M	Buy	+47,314	New	+$1.52M	0.07%	186

Other funds holding MNST

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's MNST Position: Q1 2026 in Review

Phoenix Financial increased its Monster Beverage (MNST) stake by 27% in Q1 2026, buying an estimated $118K and bringing the position to 7,127 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Phoenix Financial first reported a position in MNST in Q1 2020 and has held it in 9 quarters since. The position peaked at $3.56M in Q4 2020. 1,239 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Phoenix Financial held 7,127 shares of Monster Beverage worth $516K as of Q1 2026.
Phoenix Financial bought 1,501 Monster Beverage shares in Q1 2026, an estimated $118K.
Monster Beverage made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #302 holding.
Phoenix Financial first reported a position in Monster Beverage in Q1 2020 and has held it in 9 quarters since.
Phoenix Financial's Monster Beverage position peaked at $3.56M in Q4 2020.
1,239 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.