Badgley Phelps Wealth Managers 13F: Adds $1.2M to MNST Stake
Key Points
- Badgley Phelps Wealth Managers increased its holdings in Monster Beverage Corporation MNST by 51.9% during the period, bringing its total stake to 82,996 shares valued at about $3.45 million.
- Monster Beverage shares recently traded around $46.19, sitting 7.9% below their 52-week high of $50.17 and up 40.2% from their 52-week low.
- The energy drink maker carries a consensus buy rating among 23 analysts with a mean target price of $49.78 ahead of its next earnings report on November 5, 2026.
Since the filing, $MNST is down 2.4% to date (from the $47.30 close on Oct 22, 2026).
Get Monster Beverage text alerts
We text you when insiders, Congress, analysts or big funds move on $MNST.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Monster Beverage Corporation alert may contain errors. Disclosures
Badgley Phelps Wealth Managers boosted its holdings in Monster Beverage Corporation MNST by 28,340 shares during the quarter, according to a Form 13F filing with the SEC on October 22, 2026. The purchase grew the firm's stake by 51.85% to a total of 82,996 shares. The reported value of the holding reached $3,454,294 at the time of the filing. On the filing date, Monster Beverage closed at $47.30.
MNST
Monster Beverage Corporation
Badgley Phelps Wealth Managers vs. the S&P 500
Hypothetical returns from Badgley Phelps Wealth Managers's disclosed trades, not real profit or advice. How we model this.
What Changed in Badgley Phelps Wealth Managers's Monster Beverage Position
The wealth management firm expanded its investment in the beverage maker by more than half, adding 28,340 shares to lift its position from 54,656 shares up to 82,996 shares. That increase brought the total value of the stake to over $3.45 million based on the period's valuations.
Other Institutional Activity in Monster Beverage
Other major investment managers also adjusted their positions in the maker of energy drinks. Montrusco Bolton Investments grew its holdings by 1,294,819 shares, ending with 3,408,610 shares worth about $141,866,348. Ninety One UK increased its stake by 6,175,047 shares to finish with 13,105,329 shares valued at approximately $545,443,803. Sepio Capital lifted its holdings by 42,330 shares to end with 102,887 shares valued at $4,282,157. AlphaStar Capital Management grew its position by 16,307 shares for a total of 29,316 shares worth about $1,220,121. PensionDanmark added 131,512 shares to finish the period with 278,094 shares valued at roughly $11,574,272.
Monster Beverage Corporation Stock Down 0.9%
Monster Beverage shares recently traded around $46.19, putting the stock below its event close of $47.30 and 7.9% below its 52-week high of $50.17. The stock trades above its 50-day moving average of $44.84 and its 200-day moving average of $42.86.
Recent Earnings
Monster Beverage generated $9,218,957,312 in trailing twelve-month revenue with an earnings per share of $1.08. Its next earnings report is scheduled for November 5, 2026.
Dividend
Monster Beverage Corporation does not pay a dividend to shareholders.
Insider Buying and Selling at Monster Beverage Corporation
Company insiders completed several transactions earlier in the year, including sales by Chief Financial Officer Thomas J. Kelly, Director Mark J. Hall, and other officers.
Analysts Set New Price Targets
Wall street analysts have maintained coverage on the stock, with firms such as UBS, RBC Capital, Piper Sandler, Evercore ISI Group, and Wells Fargo issuing ratings and price targets.
About Monster Beverage
Monster Beverage Corporation develops, markets, sells, and distributes energy drink beverages and concentrates. The Corona, California-based company operates through segments that include Monster Energy Drinks, Strategic Brands, and Alcohol Brands.
Bottom Line
Investors tracking institutional interest in Monster Beverage can review subsequent SEC filings to see how fund managers adjust their positions. The company's upcoming earnings release will provide further details on its financial performance.
Related Filing Alerts
Source: Badgley Phelps Wealth Managers's 13F filing on $MNST (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts