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Sowell Financial Services’s Monster Beverage MNST Stock Holding History

Sowell Financial Services’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 		$608K Buy
12,646
+102
+0.8% +$4.29K 0.02% 588
2026
Q1 		$454K Buy
12,544
+1,300
+12% +$51.3K 0.02% 670
2025
Q4 		$431K Buy
11,244
+334
+3% +$12K 0.02% 694
2025
Q3 		$367K Sell
10,910
-550
-5% -$17.2K 0.01% 745
2025
Q2 		$359K Sell
11,460
-24
-0.2% -$733 0.01% 718
2025
Q1 		$336K Buy
+11,484
New +$299K 0.02% 712
2021
Q2 		– Sell
-11,036
Closed -$262K – 1876
2021
Q1 		$262K Buy
11,036
+2,052
+23% +$46K 0.01% 904
2020
Q4 		$208K Sell
8,984
-216
-2% -$4.54K 0.01% 821
2020
Q3 		$184K Buy
9,200
+240
+3% +$4.74K 0.01% 755
2020
Q2 		$155K Buy
8,960
+336
+4% +$5.49K 0.01% 812
2020
Q1 		$121K Sell
8,624
-136
-2% -$2.19K 0.01% 787
2019
Q4 		$139K Sell
8,760
-488
-5% -$7.17K 0.01% 815
2019
Q3 		$134K Buy
+9,248
New +$140K 0.01% 751

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 $3.37T AUM 44.26% 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

Sowell Financial Services's MNST Position: Q2 2026 in Review

Sowell Financial Services increased its Monster Beverage (MNST) stake by 0.81% in Q2 2026, buying an estimated $4.29K and bringing the position to 12,646 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #588.

Sowell Financial Services first reported a position in MNST in Q3 2019 and has held it in 13 quarters since. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Sowell Financial Services held 12,646 shares of Monster Beverage worth $608K as of Q2 2026.
  • Sowell Financial Services bought 102 Monster Beverage shares in Q2 2026, an estimated $4.29K.
  • Monster Beverage made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #588 holding.
  • Sowell Financial Services first reported a position in Monster Beverage in Q3 2019 and has held it in 13 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.