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Sather Financial Group’s Monster Beverage MNST Stock Holding History

Sather Financial Group’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 		$71.8M Sell
990,713
-10,287
-1% -$811K 4.41% 7
2025
Q4 		$76.7M Sell
1,001,000
-11,237
-1% -$805K 4.13% 8
2025
Q3 		$68.1M Buy
1,012,237
+3,454
+0.3% +$216K 3.7% 7
2025
Q2 		$63.2M Sell
1,008,783
-60,668
-6% -$3.71M 3.71% 8
2025
Q1 		$62.6M Buy
1,069,451
+37,805
+4% +$1.97M 4.09% 7
2024
Q4 		$54.2M Sell
1,031,646
-24,707
-2% -$1.31M 3.4% 10
2024
Q3 		$55.1M Buy
1,056,353
+46,990
+5% +$2.33M 3.55% 11
2024
Q2 		$50.4M Buy
1,009,363
+168,011
+20% +$8.91M 3.49% 12
2024
Q1 		$49.9M Buy
841,352
+39,943
+5% +$2.3M 3.58% 11
2023
Q4 		$46.2M Buy
801,409
+10,052
+1% +$537K 3.42% 12
2023
Q3 		$41.9M Buy
791,357
+70,944
+10% +$4.03M 3.49% 10
2023
Q2 		$41.4M Sell
720,413
-5,569
-0.8% -$317K 3.31% 11
2023
Q1 		$39.2M Sell
725,982
-10
-0% -$513 3.41% 10
2022
Q4 		$36.9M Sell
725,992
-68,352
-9% -$3.31M 3.03% 10
2022
Q3 		$34.5M Sell
794,344
-3,776
-0.5% -$174K 3.8% 9
2022
Q2 		$37M Buy
798,120
+172,648
+28% +$7.51M 3.84% 8
2022
Q1 		$25M Buy
+625,472
New +$26.2M 2.16% 22

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sather Financial Group's MNST Position: Q1 2026 in Review

Sather Financial Group reduced its Monster Beverage (MNST) stake by 1% in Q1 2026, selling an estimated $811K and leaving 990,713 shares worth $71.8M. The position accounts for 4.41% of the portfolio, ranked #7.

Sather Financial Group first reported a position in MNST in Q1 2022 and has held it in 17 quarters since. The position peaked at $76.7M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Sather Financial Group held 990,713 shares of Monster Beverage worth $71.8M as of Q1 2026.
  • Sather Financial Group sold 10,287 Monster Beverage shares in Q1 2026, an estimated $811K.
  • Monster Beverage made up 4.41% of Sather Financial Group's portfolio in Q1 2026, its #7 holding.
  • Sather Financial Group first reported a position in Monster Beverage in Q1 2022 and has held it in 17 quarters since.
  • Sather Financial Group's Monster Beverage position peaked at $76.7M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.