ZI
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ZEGA Investments’s Monster Beverage MNST Stock Holding History

ZEGA Investments’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
Q1 		$658K Sell
9,087
-6,512
-42% -$513K 0.07% 150
2025
Q4 		$1.2M Buy
15,599
+861
+6% +$61.7K 0.14% 75
2025
Q3 		$992K Buy
+14,738
New +$920K 0.13% 88

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ZEGA Investments's MNST Position: Q1 2026 in Review

ZEGA Investments reduced its Monster Beverage (MNST) stake by 42% in Q1 2026, selling an estimated $513K and leaving 9,087 shares worth $658K. The position accounts for 0.07% of the portfolio, ranked #150.

ZEGA Investments first reported a position in MNST in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • ZEGA Investments held 9,087 shares of Monster Beverage worth $658K as of Q1 2026.
  • ZEGA Investments sold 6,512 Monster Beverage shares in Q1 2026, an estimated $513K.
  • Monster Beverage made up 0.07% of ZEGA Investments's portfolio in Q1 2026, its #150 holding.
  • ZEGA Investments first reported a position in Monster Beverage in Q3 2025 and has held it in 3 quarters since.
  • ZEGA Investments's Monster Beverage position peaked at $1.2M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.