Summit Global Investments’s Monster Beverage MNST Stock Holding History

Summit Global Investments’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	$5.72M	Sell	78,987 -8,817	-10%	-$695K	0.34%	42
2025 Q4	$6.73M	Sell	87,804 -33,221	-27%	-$2.38M	0.4%	31
2025 Q3	$8.15M	Buy	+121,025	New	+$7.55M	0.48%	32
2023 Q3	–	Sell	-25,986	Closed	-$1.49M	–	573
2023 Q2	$1.49M	Buy	25,986 +3,069	+13%	+$175K	0.1%	162
2023 Q1	$1.24M	Buy	+22,917	New	+$1.18M	0.1%	199
2022 Q1	–	Sell	-161,734	Closed	-$7.77M	–	528
2021 Q4	$7.77M	Buy	161,734 +83,392	+106%	+$3.71M	0.5%	48
2021 Q3	$3.48M	Buy	78,342 +48,918	+166%	+$2.31M	0.26%	85
2021 Q2	$1.34M	Buy	+29,424	New	+$1.38M	0.08%	182
2018 Q1	–	Sell	-16,636	Closed	-$526K	–	302
2017 Q4	$526K	Buy	+16,636	New	+$498K	0.08%	222

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 Global Investments's MNST Position: Q1 2026 in Review

Summit Global Investments reduced its Monster Beverage (MNST) stake by 10% in Q1 2026, selling an estimated $695K and leaving 78,987 shares worth $5.72M. The position accounts for 0.34% of the portfolio, ranked #42.

Summit Global Investments first reported a position in MNST in Q4 2017 and has held it in 9 quarters since. The position peaked at $8.15M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Summit Global Investments held 78,987 shares of Monster Beverage worth $5.72M as of Q1 2026.
Summit Global Investments sold 8,817 Monster Beverage shares in Q1 2026, an estimated $695K.
Monster Beverage made up 0.34% of Summit Global Investments's portfolio in Q1 2026, its #42 holding.
Summit Global Investments first reported a position in Monster Beverage in Q4 2017 and has held it in 9 quarters since.
Summit Global Investments's Monster Beverage position peaked at $8.15M in Q3 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.