UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MNST — Monster Beverage Corp

CIK 1463217 IRVING, TX

Back to MNST Full portfolio

Position in MNST

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$5,656,373

+$1,405,435 QoQ

Shares Held

117,694

+0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#373

of 1,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MNST Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $57,011,093 across 7 Beverages - Non-Alcoholic names. MNST ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	263,954	$35,739,371
2	KO	Coca Cola Co	172,916	$14,052,883
3	MNST	Monster Beverage Corp This page	117,694	$5,656,373
4	KDP	Keurig Dr Pepper Inc.	19,937	$652,538
5	COKE	Coca-Cola Consolidated, Inc.	2,094	$399,786
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	3,082	$308,415
7	PRMB	Primo Brands Corp	8,254	$201,727

All Filings in MNST

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,656,373	58,847	+0.3%	Shares	Defined	2026-08-17
2026-03-31	$4,250,938	58,666	-0.5%	Shares	Defined	2026-05-15
2025-12-31	$4,522,303	58,984	+2.8%	Shares	Defined	2026-02-17
2025-09-30	$3,860,363	57,352	+0.5%	Shares	Defined	2025-11-14
2025-06-30	$3,576,054	57,089	+0.4%	Shares	Defined	2025-08-11
2025-03-31	$3,328,207	56,873	+1.4%	Shares	Defined	2025-05-13
2024-12-31	$2,949,299	56,113	+4.2%	Shares	Defined	2025-02-13
2024-09-30	$2,810,763	53,877	-3.0%	Shares	Defined	2024-11-12
2024-06-30	$2,773,074	55,517	-8.4%	Shares	Defined	2024-08-14
2024-03-31	$3,593,731	60,623	+0.0%	Shares	Defined	2024-05-15
2023-12-31	$3,491,396	60,604	+33.2%	Shares	Defined	2024-02-14
2023-09-30	$2,409,966	45,514	+0.0%	Shares	Defined	2023-11-14
2023-06-30	$2,613,175	45,494	+30.2%	Shares	Defined	2023-08-14
2023-03-31	$1,887,433	34,946	+110.6%	Shares	Defined	2023-08-15
2022-12-31	$1,684,687	16,593	+4.7%	Shares	Defined	2023-02-15
2022-09-30	$1,378,402	15,851	-14.5%	Shares	Defined	2022-11-14
2022-06-30	$1,718,565	18,539	+17.1%	Shares	Defined	2022-08-11
2022-03-31	$1,265,136	15,834	-0.5%	Shares	Defined	2022-05-16
2021-12-31	$1,527,708	15,907	-1.8%	Shares	Defined	2022-02-14
2021-09-30	$1,439,401	16,204	+5.6%	Shares	Defined	2021-11-15
2021-06-30	$1,401,857	15,346	+7.8%	Shares	Defined	2021-08-13
2021-03-31	$1,297,121	14,240	+60.3%	Shares	Defined	2021-05-14
2020-12-31	$821,407	8,882	+2.2%	Shares	Defined	2021-02-17
2020-09-30	$697,018	8,691	-1.9%	Shares	Defined	2020-11-13
2020-06-30	$613,897	8,856	-4.1%	Shares	Defined	2020-08-13
2020-03-31	$519,786	9,239	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.