Institute for Wealth Management, LLC.
Position in MNST — Monster Beverage Corp
CIK 1533954
DENVER, CO
Position in MNST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$411,489
+$101,216 QoQ
Shares Held
8,562
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#844
of 1,349 holders
Holding Since
Jun 2020
22 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, 2026Institute for Wealth Management, LLC. holds $1,936,266 across 7 Beverages - Non-Alcoholic names. MNST ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
10,508 | $853,985 | |
| 2 | PEP |
Pepsico Inc
|
4,054 | $548,911 | |
| 3 | MNST |
Monster Beverage Corp
This page
|
8,562 | $411,489 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
948 | $94,866 | |
| 5 | FIZZ |
National Beverage Corp
|
602 | $18,782 | |
| 6 | PRMB |
Primo Brands Corp
|
295 | $7,209 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
35 | $1,024 |
All Filings in MNST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,489 | 4,281 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $310,273 | 4,282 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $309,440 | 4,036 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $271,528 | 4,034 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $251,311 | 4,012 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $234,782 | 4,012 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $210,870 | 4,012 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $209,306 | 4,012 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,891 | 4,162 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $246,723 | 4,162 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $239,772 | 4,162 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $224,084 | 4,232 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $245,383 | 4,272 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $230,730 | 4,272 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $216,868 | 2,136 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $205,608 | 2,218 | Shares | Sole | 2022-07-25 | |
| 2021-12-31 | $213,016 | 2,218 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $202,614 | 2,218 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $202,037 | 2,218 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $214,831 | 2,323 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $273,562 | 3,411 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $229,726 | 3,314 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||