Waddell & Associates’s Monster Beverage MNST Stock Holding History

Waddell & Associates’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	$316K	Buy	3,283 +7	+0.2%	+$588	0.02%	387
2026 Q1	$237K	Hold	3,276	–	–	0.01%	382
2025 Q4	$251K	Hold	3,276	–	–	0.02%	314
2025 Q3	$221K	Sell	3,276 -2,901	-47%	-$181K	0.02%	285
2025 Q2	$387K	Buy	+6,177	New	+$377K	0.04%	135
2024 Q4	–	Sell	-4,849	Closed	-$253K	–	161
2024 Q3	$253K	Hold	4,849	–	–	0.03%	136
2024 Q2	$242K	Hold	4,849	–	–	0.03%	125
2024 Q1	$287K	Hold	4,849	–	–	0.04%	114
2023 Q4	$279K	Hold	4,849	–	–	0.04%	123
2023 Q3	$257K	Hold	4,849	–	–	0.04%	143
2023 Q2	$279K	Buy	+4,849	New	+$276K	0.04%	133

Other funds holding MNST

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Waddell & Associates's MNST Position: Q2 2026 in Review

Waddell & Associates increased its Monster Beverage (MNST) stake by 0.21% in Q2 2026, buying an estimated $588 and bringing the position to 3,283 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #387.

Waddell & Associates first reported a position in MNST in Q2 2023 and has held it in 11 quarters since. The position peaked at $387K in Q2 2025. 358 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

Waddell & Associates held 3,283 shares of Monster Beverage worth $316K as of Q2 2026.
Waddell & Associates bought 7 Monster Beverage shares in Q2 2026, an estimated $588.
Monster Beverage made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #387 holding.
Waddell & Associates first reported a position in Monster Beverage in Q2 2023 and has held it in 11 quarters since.
Waddell & Associates's Monster Beverage position peaked at $387K in Q2 2025.
358 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.