Stonegate Investment Group’s Monster Beverage MNST Stock Holding History

Stonegate Investment 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
2025 Q3	$233K	Sell	3,454 -986	-22%	-$61.5K	0.01%	365
2025 Q2	$278K	Sell	4,440 -215	-5%	-$13.1K	0.01%	315
2025 Q1	$272K	Sell	4,655 -154	-3%	-$8.03K	0.01%	289
2024 Q4	$253K	Buy	4,809 +166	+4%	+$8.8K	0.01%	293
2024 Q3	$242K	Sell	4,643 -380	-8%	-$18.8K	0.01%	311
2024 Q2	$251K	Buy	5,023 +415	+9%	+$22K	0.01%	297
2024 Q1	$273K	Hold	4,608	–	–	0.01%	268
2023 Q4	$265K	Buy	+4,608	New	+$246K	0.01%	264
2023 Q3	–	Sell	-4,103	Closed	-$236K	–	341
2023 Q2	$236K	Sell	4,103 -279	-6%	-$15.9K	0.01%	279
2023 Q1	$237K	Sell	4,382 -618	-12%	-$31.7K	0.01%	277
2022 Q4	$254K	Hold	5,000	–	–	0.01%	260
2022 Q3	$217K	Buy	5,000 +524	+12%	+$24.1K	0.01%	258
2022 Q2	$207K	Buy	+4,476	New	+$195K	0.01%	270

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonegate Investment Group's MNST Position: Q3 2025 in Review

Stonegate Investment Group reduced its Monster Beverage (MNST) stake by 22% in Q3 2025, selling an estimated $61.5K and leaving 3,454 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #365.

Stonegate Investment Group first reported a position in MNST in Q2 2022 and has held it in 13 quarters since. The position peaked at $278K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold MNST as of Q3 2025.

Stonegate Investment Group held 3,454 shares of Monster Beverage worth $233K as of Q3 2025.
Stonegate Investment Group sold 986 Monster Beverage shares in Q3 2025, an estimated $61.5K.
Monster Beverage made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #365 holding.
Stonegate Investment Group first reported a position in Monster Beverage in Q2 2022 and has held it in 13 quarters since.
Stonegate Investment Group's Monster Beverage position peaked at $278K in Q2 2025.
1,099 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.