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Wellington Group’s Monster Beverage MNST Stock Holding History

Wellington Group’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 		$464K Sell
9,648
-1,656
-15% -$69.6K 0.12% 116
2026
Q1 		$410K Sell
11,304
-1,668
-13% -$65.8K 0.13% 115
2025
Q4 		$497K Buy
+12,972
New +$465K 0.17% 82

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

Wellington Group's MNST Position: Q2 2026 in Review

Wellington Group reduced its Monster Beverage (MNST) stake by 15% in Q2 2026, selling an estimated $69.6K and leaving 9,648 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #116.

Wellington Group first reported a position in MNST in Q4 2025 and has held it in 3 quarters since. The position peaked at $497K in Q4 2025. 1,366 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Wellington Group held 9,648 shares of Monster Beverage worth $464K as of Q2 2026.
  • Wellington Group sold 1,656 Monster Beverage shares in Q2 2026, an estimated $69.6K.
  • Monster Beverage made up 0.12% of Wellington Group's portfolio in Q2 2026, its #116 holding.
  • Wellington Group first reported a position in Monster Beverage in Q4 2025 and has held it in 3 quarters since.
  • Wellington Group's Monster Beverage position peaked at $497K in Q4 2025.
  • 1,366 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.