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 Q2	$502K	Buy	10,436 +474	+5%	+$19.9K	0.02%	194
2026 Q1	$361K	Buy	9,962 +274	+3%	+$10.8K	0.02%	217
2025 Q4	$371K	Buy	9,688 +144	+2%	+$5.16K	0.02%	199
2025 Q3	$321K	Buy	+9,544	New	+$298K	0.02%	206
2025 Q2	–	Sell	-8,948	Closed	-$262K	–	261
2025 Q1	$262K	Sell	8,948 -3,542	-28%	-$92.3K	0.03%	172
2024 Q4	$328K	Buy	12,490 +384	+3%	+$10.2K	0.04%	148
2024 Q3	$316K	Sell	12,106 -3,580	-23%	-$88.7K	0.05%	122
2024 Q2	$392K	Sell	15,686 -4,728	-23%	-$125K	0.09%	81
2024 Q1	$605K	Buy	20,414 +124	+0.6%	+$3.56K	0.18%	49
2023 Q4	$584K	Sell	20,290 -326	-2%	-$8.71K	0.22%	45
2023 Q3	$546K	Sell	20,616 -8	-0%	-$227	0.29%	40
2023 Q2	$592K	Buy	20,624 +1,468	+8%	+$41.7K	0.35%	35
2023 Q1	$517K	Buy	+19,156	New	+$491K	0.37%	40

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

Root Financial Partners's MNST Position: Q2 2026 in Review

Root Financial Partners increased its Monster Beverage (MNST) stake by 4.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 10,436 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #194.

Root Financial Partners first reported a position in MNST in Q1 2023 and has held it in 13 quarters since. The position peaked at $605K in Q1 2024. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Root Financial Partners held 10,436 shares of Monster Beverage worth $502K as of Q2 2026.
Root Financial Partners bought 474 Monster Beverage shares in Q2 2026, an estimated $19.9K.
Monster Beverage made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #194 holding.
Root Financial Partners first reported a position in Monster Beverage in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Monster Beverage position peaked at $605K in Q1 2024.
1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.