Root Financial Partners
MNST icon

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
Q3 		$422K Sell
10,149
-287
-3% -$13.3K 0.01% 252
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's MNST Position: Q3 2026 in Review

Root Financial Partners reduced its Monster Beverage (MNST) stake by 2.8% in Q3 2026, selling an estimated $13.3K and leaving 10,149 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #252.

Root Financial Partners first reported a position in MNST in Q1 2023 and has held it in 14 quarters since. The position peaked at $605K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Root Financial Partners held 10,149 shares of Monster Beverage worth $422K as of Q3 2026.
  • Root Financial Partners sold 287 Monster Beverage shares in Q3 2026, an estimated $13.3K.
  • Monster Beverage made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #252 holding.
  • Root Financial Partners first reported a position in Monster Beverage in Q1 2023 and has held it in 14 quarters since.
  • Root Financial Partners's Monster Beverage position peaked at $605K in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.