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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
Q2 		$248K Sell
5,168
-8,468
-62% -$356K 0.02% 310
2026
Q1 		$494K Sell
13,636
-1,126
-8% -$44.4K 0.05% 133
2025
Q4 		$566K Buy
14,762
+1,842
+14% +$66K 0.06% 115
2025
Q3 		$435K Sell
12,920
-12,478
-49% -$389K 0.05% 137
2025
Q2 		$795K Buy
25,398
+12,030
+90% +$368K 0.09% 73
2025
Q1 		$391K Sell
13,368
-7,834
-37% -$204K 0.05% 133
2024
Q4 		$557K Buy
+21,202
New +$562K 0.07% 84

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

SYM Financial Corp's MNST Position: Q2 2026 in Review

SYM Financial Corp reduced its Monster Beverage (MNST) stake by 62% in Q2 2026, selling an estimated $356K and leaving 5,168 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #310.

SYM Financial Corp first reported a position in MNST in Q4 2024 and has held it in 7 quarters since. The position peaked at $795K in Q2 2025. 1,369 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • SYM Financial Corp held 5,168 shares of Monster Beverage worth $248K as of Q2 2026.
  • SYM Financial Corp sold 8,468 Monster Beverage shares in Q2 2026, an estimated $356K.
  • Monster Beverage made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #310 holding.
  • SYM Financial Corp first reported a position in Monster Beverage in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Monster Beverage position peaked at $795K in Q2 2025.
  • 1,369 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.