Univest Financial’s Monster Beverage MNST Stock Holding History

Univest 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	$7.42M	Buy	154,478 +29,074	+23%	+$1.22M	0.36%	55
2026 Q1	$4.54M	Sell	125,404 -12,530	-9%	-$494K	0.26%	71
2025 Q4	$5.29M	Sell	137,934 -2,154	-2%	-$77.2K	0.28%	64
2025 Q3	$4.71M	Sell	140,088 -2,718	-2%	-$84.8K	0.26%	69
2025 Q2	$4.47M	Sell	142,806 -6,898	-5%	-$211K	0.27%	68
2025 Q1	$4.38M	Buy	149,704 +11,012	+8%	+$287K	0.29%	66
2024 Q4	$3.64M	Buy	138,692 +13,040	+10%	+$346K	0.23%	78
2024 Q3	$3.28M	Buy	125,652 +111,718	+802%	+$2.77M	0.22%	84
2024 Q2	$348K	Buy	13,934 +5,808	+71%	+$154K	0.1%	92
2024 Q1	$241K	Buy	+8,126	New	+$234K	0.07%	116
2022 Q1	–	Sell	-101,168	Closed	-$2.43M	–	114
2021 Q4	$2.43M	Buy	101,168 +648	+0.6%	+$14.4K	0.62%	46
2021 Q3	$2.23M	Buy	100,520 +900	+0.9%	+$21.3K	0.62%	44
2021 Q2	$2.27M	Sell	99,620 -6,776	-6%	-$159K	0.62%	44
2021 Q1	$2.42M	Sell	106,396 -2,648	-2%	-$59.3K	0.68%	44
2020 Q4	$2.52M	Sell	109,044 -6,336	-5%	-$133K	0.73%	47
2020 Q3	$2.31M	Sell	115,380 -4,680	-4%	-$92.4K	0.73%	48
2020 Q2	$2.08M	Sell	120,060 -1,884	-2%	-$30.8K	0.69%	48
2020 Q1	$1.72M	Buy	+121,944	New	+$1.96M	0.68%	49
2019 Q4	–	Sell	-115,596	Closed	-$1.68M	–	121
2019 Q3	$1.68M	Buy	115,596 +1,784	+2%	+$27K	0.54%	53
2019 Q2	$1.82M	Buy	113,812 +28,660	+34%	+$432K	0.57%	54
2019 Q1	$1.16M	Buy	+85,152	New	+$1.21M	0.38%	56

Other funds holding MNST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Univest Financial's MNST Position: Q2 2026 in Review

Univest Financial increased its Monster Beverage (MNST) stake by 23% in Q2 2026, buying an estimated $1.22M and bringing the position to 154,478 shares worth $7.42M. The position accounts for 0.36% of the portfolio, ranked #55.

Univest Financial first reported a position in MNST in Q1 2019 and has held it in 21 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Univest Financial held 154,478 shares of Monster Beverage worth $7.42M as of Q2 2026.
Univest Financial bought 29,074 Monster Beverage shares in Q2 2026, an estimated $1.22M.
Monster Beverage made up 0.36% of Univest Financial's portfolio in Q2 2026, its #55 holding.
Univest Financial first reported a position in Monster Beverage in Q1 2019 and has held it in 21 quarters since.
1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.