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SYM Financial Corp’s Monster Beverage MNST Stock Holding History

SYM Financial Corp’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 		$494K Sell
6,818
-563
-8% -$44.4K 0.05% 133
2025
Q4 		$566K Buy
7,381
+921
+14% +$66K 0.06% 115
2025
Q3 		$435K Sell
6,460
-6,239
-49% -$389K 0.05% 137
2025
Q2 		$795K Buy
12,699
+6,015
+90% +$368K 0.09% 73
2025
Q1 		$391K Sell
6,684
-3,917
-37% -$204K 0.05% 133
2024
Q4 		$557K Buy
+10,601
New +$562K 0.07% 84

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYM Financial Corp's MNST Position: Q1 2026 in Review

SYM Financial Corp reduced its Monster Beverage (MNST) stake by 7.6% in Q1 2026, selling an estimated $44.4K and leaving 6,818 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #133.

SYM Financial Corp first reported a position in MNST in Q4 2024 and has held it in 6 quarters since. The position peaked at $795K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • SYM Financial Corp held 6,818 shares of Monster Beverage worth $494K as of Q1 2026.
  • SYM Financial Corp sold 563 Monster Beverage shares in Q1 2026, an estimated $44.4K.
  • Monster Beverage made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #133 holding.
  • SYM Financial Corp first reported a position in Monster Beverage in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Monster Beverage position peaked at $795K in Q2 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.