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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
Q2 		$711K Buy
14,800
+546
+4% +$22.9K ﹤0.01% 299
2026
Q1 		$516K Buy
14,254
+3,002
+27% +$118K ﹤0.01% 302
2025
Q4 		$431K Buy
11,252
+1,926
+21% +$69K ﹤0.01% 320
2025
Q3 		$314K Buy
9,326
+2,020
+28% +$63.1K ﹤0.01% 377
2025
Q2 		$229K Buy
+7,306
New +$223K ﹤0.01% 381
2023
Q2 		– Sell
-9,660
Closed -$251K – 349
2023
Q1 		$251K Buy
+9,660
New +$248K 0.01% 255
2021
Q1 		– Sell
-156,448
Closed -$3.56M – 444
2020
Q4 		$3.56M Buy
156,448
+52,488
+50% +$1.1M 0.1% 160
2020
Q3 		$1.95M Buy
103,960
+580
+0.6% +$11.5K 0.08% 158
2020
Q2 		$1.69M Buy
103,380
+8,752
+9% +$143K 0.07% 178
2020
Q1 		$1.3M Buy
+94,628
New +$1.52M 0.07% 186

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Financial's MNST Position: Q2 2026 in Review

Phoenix Financial increased its Monster Beverage (MNST) stake by 3.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 14,800 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Phoenix Financial first reported a position in MNST in Q1 2020 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2020. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Phoenix Financial held 14,800 shares of Monster Beverage worth $711K as of Q2 2026.
  • Phoenix Financial bought 546 Monster Beverage shares in Q2 2026, an estimated $22.9K.
  • Monster Beverage made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #299 holding.
  • Phoenix Financial first reported a position in Monster Beverage in Q1 2020 and has held it in 10 quarters since.
  • Phoenix Financial's Monster Beverage position peaked at $3.56M in Q4 2020.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.