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 Q1	$1.89M	Sell	22,060 -144	-0.6%	-$11.4K	0.95%	28
2025 Q4	$1.7M	Buy	+22,204	New	+$1.59M	0.95%	26

Other funds holding MNST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sun Financial's MNST Position: Q1 2026 in Review

Sun Financial reduced its Monster Beverage (MNST) stake by 0.65% in Q1 2026, selling an estimated $11.4K and leaving 22,060 shares worth $1.89M. The position accounts for 0.95% of the portfolio, ranked #28.

Sun Financial first reported a position in MNST in Q4 2025 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Sun Financial held 22,060 shares of Monster Beverage worth $1.89M as of Q1 2026.
Sun Financial sold 144 Monster Beverage shares in Q1 2026, an estimated $11.4K.
Monster Beverage made up 0.95% of Sun Financial's portfolio in Q1 2026, its #28 holding.
Sun Financial first reported a position in Monster Beverage in Q4 2025 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

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