Transamerica Financial Advisors, LLC
Position in MNST — Monster Beverage Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in MNST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$403,415
+$176,398 QoQ
Shares Held
8,394
+34.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#843
of 1,343 holders
Holding Since
Dec 2022
5 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, 2026Transamerica Financial Advisors, LLC holds $3,257,721 across 11 Beverages - Non-Alcoholic names. MNST ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
17,731 | $1,440,998 | |
| 2 | PEP |
Pepsico Inc
|
7,925 | $1,073,045 | |
| 3 | MNST |
Monster Beverage Corp
This page
|
8,394 | $403,415 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
4,808 | $157,365 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
920 | $97,750 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
746 | $74,652 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
268 | $7,847 | |
| 8 | PRMB |
Primo Brands Corp
|
61 | $1,490 |
All Filings in MNST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,415 | 4,197 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $227,017 | 3,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $185,541 | 2,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,395 | 511 | Shares | Sole | 2025-11-14 | |
| 2022-12-31 | $4,568 | 45 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||