BSW Wealth Partners

Position in MNST — Monster Beverage Corp

CIK 1512601 BOULDER, CO

Position in MNST

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$693,025

+$123,997 QoQ

Shares Held

14,420

-8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#740

of 1,349 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BSW Wealth Partners holds $5,214,023 across 5 Beverages - Non-Alcoholic names. MNST ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	30,724	$2,496,939
2	PEP	Pepsico Inc	9,774	$1,323,399
3	MNST	Monster Beverage Corp This page	14,420	$693,025
4	KDP	Keurig Dr Pepper Inc.	13,886	$454,488
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,460	$246,172

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,025	7,210	-8.2%	Shares	Sole	2026-07-15
2026-03-31	$569,028	7,853	+23.4%	Shares	Sole	2026-04-14
2025-12-31	$487,851	6,363	+69.2%	Shares	Sole	2026-01-23
2025-09-30	$253,152	3,761	—	Shares	Sole	2025-10-15
No filing history on record for this holder in this stock.