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Synergy Investment Management’s Monster Beverage MNST Stock Holding History

Synergy Investment Management’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 		$43.5K Sell
904
-238
-21% -$10K 0.01% 400
2026
Q1 		$41.4K Buy
+1,142
New +$45K 0.01% 307
2025
Q2 		– Sell
-426
Closed -$12.5K – 381
2025
Q1 		$12.5K Buy
426
+250
+142% +$6.51K 0.01% 360
2024
Q4 		$4.63K Buy
+176
New +$4.67K ﹤0.01% 474

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 $1.88T 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

Synergy Investment Management's MNST Position: Q2 2026 in Review

Synergy Investment Management reduced its Monster Beverage (MNST) stake by 21% in Q2 2026, selling an estimated $10K and leaving 904 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #400.

Synergy Investment Management first reported a position in MNST in Q4 2024 and has held it in 4 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Synergy Investment Management held 904 shares of Monster Beverage worth $43.5K as of Q2 2026.
  • Synergy Investment Management sold 238 Monster Beverage shares in Q2 2026, an estimated $10K.
  • Monster Beverage made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #400 holding.
  • Synergy Investment Management first reported a position in Monster Beverage in Q4 2024 and has held it in 4 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.