Root Financial Partners’s Monster Beverage MNST Stock Holding History

Root Financial Partners’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	$361K	Buy	4,981 +137	+3%	+$10.8K	0.02%	217
2025 Q4	$371K	Buy	4,844 +72	+2%	+$5.16K	0.02%	199
2025 Q3	$321K	Buy	+4,772	New	+$298K	0.02%	206
2025 Q2	–	Sell	-4,474	Closed	-$262K	–	261
2025 Q1	$262K	Sell	4,474 -1,771	-28%	-$92.3K	0.03%	172
2024 Q4	$328K	Buy	6,245 +192	+3%	+$10.2K	0.04%	148
2024 Q3	$316K	Sell	6,053 -1,790	-23%	-$88.7K	0.05%	122
2024 Q2	$392K	Sell	7,843 -2,364	-23%	-$125K	0.09%	81
2024 Q1	$605K	Buy	10,207 +62	+0.6%	+$3.56K	0.18%	49
2023 Q4	$584K	Sell	10,145 -163	-2%	-$8.71K	0.22%	45
2023 Q3	$546K	Sell	10,308 -4	-0%	-$227	0.29%	40
2023 Q2	$592K	Buy	10,312 +734	+8%	+$41.7K	0.35%	35
2023 Q1	$517K	Buy	+9,578	New	+$491K	0.37%	40

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

Root Financial Partners's MNST Position: Q1 2026 in Review

Root Financial Partners increased its Monster Beverage (MNST) stake by 2.8% in Q1 2026, buying an estimated $10.8K and bringing the position to 4,981 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #217.

Root Financial Partners first reported a position in MNST in Q1 2023 and has held it in 12 quarters since. The position peaked at $605K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Root Financial Partners held 4,981 shares of Monster Beverage worth $361K as of Q1 2026.
Root Financial Partners bought 137 Monster Beverage shares in Q1 2026, an estimated $10.8K.
Monster Beverage made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #217 holding.
Root Financial Partners first reported a position in Monster Beverage in Q1 2023 and has held it in 12 quarters since.
Root Financial Partners's Monster Beverage position peaked at $605K in Q1 2024.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.