Position in MNST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,645,519
+$5,760,073 QoQ
Shares Held
492,000
-0.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#194
of 1,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $374,576,744 across 12 Beverages - Non-Alcoholic names. MNST ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,398,911 | $194,959,496 | |
| 2 | PEP |
Pepsico Inc
|
827,634 | $112,061,642 | |
| 3 | MNST |
Monster Beverage Corp
This page
|
492,000 | $23,645,519 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
429,292 | $14,050,726 | |
| 5 | FIZZ |
National Beverage Corp
|
263,675 | $8,226,659 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
37,258 | $7,113,296 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
61,098 | $6,114,076 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
37,596 | $3,994,574 |
All Filings in MNST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,645,519 | 246,000 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,885,446 | 246,832 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,186,333 | 198,074 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,647,162 | 158,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,879,108 | 125,784 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,607,152 | 95,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,169,801 | 98,360 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,735,626 | 90,773 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,020,422 | 80,489 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,332,768 | 89,959 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,209,274 | 73,065 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,644,336 | 68,826 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $4,841,157 | 84,282 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,272,622 | 79,108 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,097,446 | 40,357 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,093,862 | 35,578 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,244,963 | 35,005 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,630,547 | 32,923 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,949,388 | 30,710 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,412,356 | 27,157 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,349,247 | 25,717 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,247,540 | 35,652 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,500,275 | 37,849 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,082,487 | 38,435 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,195,988 | 31,679 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,801,501 | 32,021 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||