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 Q3	$3.53M	Sell	84,918 -63,406	-43%	-$2.94M	0.17%	68
2026 Q2	$7.13M	Sell	148,324 -9,650	-6%	-$406K	0.39%	32
2026 Q1	$5.72M	Sell	157,974 -17,634	-10%	-$695K	0.34%	42
2025 Q4	$6.73M	Sell	175,608 -66,442	-27%	-$2.38M	0.4%	31
2025 Q3	$8.15M	Buy	+242,050	New	+$7.56M	0.48%	32
2023 Q3	–	Sell	-51,972	Closed	-$1.49M	–	573
2023 Q2	$1.49M	Buy	51,972 +6,138	+13%	+$175K	0.1%	162
2023 Q1	$1.24M	Buy	+45,834	New	+$1.18M	0.1%	199
2022 Q1	–	Sell	-323,468	Closed	-$7.77M	–	528
2021 Q4	$7.77M	Buy	323,468 +166,784	+106%	+$3.71M	0.5%	48
2021 Q3	$3.48M	Buy	156,684 +97,836	+166%	+$2.31M	0.26%	85
2021 Q2	$1.34M	Buy	+58,848	New	+$1.38M	0.08%	182
2018 Q1	–	Sell	-33,272	Closed	-$526K	–	302
2017 Q4	$526K	Buy	+33,272	New	+$498K	0.08%	222

Other funds holding MNST

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Global Investments's MNST Position: Q3 2026 in Review

Summit Global Investments reduced its Monster Beverage (MNST) stake by 43% in Q3 2026, selling an estimated $2.94M and leaving 84,918 shares worth $3.53M. The position accounts for 0.17% of the portfolio, ranked #68.

Summit Global Investments first reported a position in MNST in Q4 2017 and has held it in 11 quarters since. The position peaked at $8.15M in Q3 2025. 659 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

Summit Global Investments held 84,918 shares of Monster Beverage worth $3.53M as of Q3 2026.
Summit Global Investments sold 63,406 Monster Beverage shares in Q3 2026, an estimated $2.94M.
Monster Beverage made up 0.17% of Summit Global Investments's portfolio in Q3 2026, its #68 holding.
Summit Global Investments first reported a position in Monster Beverage in Q4 2017 and has held it in 11 quarters since.
Summit Global Investments's Monster Beverage position peaked at $8.15M in Q3 2025.
659 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.