Wakefield Asset Management’s Monster Beverage MNST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.17M Buy
107,672
+1,606
+2% +$67.5K 1.16% 20
2026
Q1
$3.84M Buy
106,066
+1,516
+1% +$59.8K 1.02% 32
2025
Q4
$4.01M Buy
+104,550
New +$3.75M 1.09% 29

Other funds holding MNST

Wakefield Asset Management's MNST Position: Q2 2026 in Review

Wakefield Asset Management increased its Monster Beverage (MNST) stake by 1.5% in Q2 2026, buying an estimated $67.5K and bringing the position to 107,672 shares worth $5.17M. The position accounts for 1.16% of the portfolio, ranked #20.

Wakefield Asset Management first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Wakefield Asset Management held 107,672 shares of Monster Beverage worth $5.17M as of Q2 2026.
  • Wakefield Asset Management bought 1,606 Monster Beverage shares in Q2 2026, an estimated $67.5K.
  • Monster Beverage made up 1.16% of Wakefield Asset Management's portfolio in Q2 2026, its #20 holding.
  • Wakefield Asset Management first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.