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Sun Financial’s Monster Beverage MNST Stock Holding History

Sun 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
Q2 		$1.85M Sell
40,496
-3,624
-8% -$152K 0.86% 30
2026
Q1 		$1.89M Sell
44,120
-288
-0.6% -$11.4K 0.95% 28
2025
Q4 		$1.7M Buy
+44,408
New +$1.59M 0.95% 26

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

Sun Financial's MNST Position: Q2 2026 in Review

Sun Financial reduced its Monster Beverage (MNST) stake by 8.2% in Q2 2026, selling an estimated $152K and leaving 40,496 shares worth $1.85M. The position accounts for 0.86% of the portfolio, ranked #30.

Sun Financial first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.89M in Q1 2026. 1,380 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Sun Financial held 40,496 shares of Monster Beverage worth $1.85M as of Q2 2026.
  • Sun Financial sold 3,624 Monster Beverage shares in Q2 2026, an estimated $152K.
  • Monster Beverage made up 0.86% of Sun Financial's portfolio in Q2 2026, its #30 holding.
  • Sun Financial first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Monster Beverage position peaked at $1.89M in Q1 2026.
  • 1,380 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.