Summit Financial’s Monster Beverage MNST Stock Holding History

Summit Financial’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	$331K	Buy	4,564 +475	+12%	+$37.5K	﹤0.01%	1151
2025 Q4	$314K	Buy	4,089 +194	+5%	+$13.9K	﹤0.01%	1069
2025 Q3	$262K	Sell	3,895 -580	-13%	-$36.2K	﹤0.01%	1109
2025 Q2	$280K	Sell	4,475 -263	-6%	-$16.1K	0.01%	697
2025 Q1	$277K	Sell	4,738 -4	-0.1%	-$208	0.01%	625
2024 Q4	$249K	Buy	4,742 +141	+3%	+$7.47K	0.01%	578
2024 Q3	$240K	Buy	4,601 +169	+4%	+$8.37K	0.01%	493
2024 Q2	$221K	Buy	4,432 +453	+11%	+$24K	0.01%	461
2024 Q1	$236K	Sell	3,979 -1,800	-31%	-$103K	0.01%	348
2023 Q4	$333K	Buy	5,779 +1,628	+39%	+$87K	0.02%	288
2023 Q3	$220K	Buy	4,151 +653	+19%	+$37.1K	0.02%	311
2023 Q2	$201K	Sell	3,498 -424	-11%	-$24.1K	0.01%	313
2023 Q1	$212K	Buy	+3,922	New	+$201K	0.02%	243

Other funds holding MNST

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Summit Financial's MNST Position: Q1 2026 in Review

Summit Financial increased its Monster Beverage (MNST) stake by 12% in Q1 2026, buying an estimated $37.5K and bringing the position to 4,564 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Summit Financial first reported a position in MNST in Q1 2023 and has held it in 13 quarters since. The position peaked at $333K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Summit Financial held 4,564 shares of Monster Beverage worth $331K as of Q1 2026.
Summit Financial bought 475 Monster Beverage shares in Q1 2026, an estimated $37.5K.
Monster Beverage made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1151 holding.
Summit Financial first reported a position in Monster Beverage in Q1 2023 and has held it in 13 quarters since.
Summit Financial's Monster Beverage position peaked at $333K in Q4 2023.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.