Creative Planning

Position in MNST — Monster Beverage Corp

CIK 1540235 OVERLAND PARK, KS

Position in MNST

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$17,885,446

+$2,699,113 QoQ

Shares Held

246,832

+24.6% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.6502398392428859.ToString("F0")% Shared 0.ToString("F0")% None 99.34976016075711.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $363,490,227 across 13 Beverages - Non-Alcoholic names. MNST ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	2,321,669	$176,562,927
2	PEP	Pepsico Inc	885,786	$137,553,707
3	MNST	Monster Beverage Corp This page	246,832	$17,885,446
4	KDP	Keurig Dr Pepper Inc.	300,333	$7,907,767
5	COKE	Coca-Cola Consolidated, Inc.	32,859	$6,300,384
6	FIZZ	National Beverage Corp	161,006	$5,417,851
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	54,326	$4,925,738
8	KOF	Coca Cola Femsa Sab De CV	32,416	$3,162,180

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,885,446	246,832	+24.6%	Shares	Sole	2026-05-12
2025-12-31	$15,186,333	198,074	+25.2%	Shares	Sole	2026-02-17
2025-09-30	$10,647,162	158,181	+25.8%	Shares	Sole	2025-11-14
2025-06-30	$7,879,108	125,784	+31.3%	Shares	Sole	2025-08-08
2025-03-31	$5,607,152	95,816	-2.6%	Shares	Sole	2025-05-15
2024-12-31	$5,169,801	98,360	+8.4%	Shares	Defined	2025-02-14
2024-09-30	$4,735,626	90,773	+12.8%	Shares	Defined	2024-10-11
2024-06-30	$4,020,422	80,489	-10.5%	Shares	Defined	2024-08-15
2024-03-31	$5,332,768	89,959	+23.1%	Shares	Defined	2024-05-13
2023-12-31	$4,209,274	73,065	+6.2%	Shares	Defined	2024-02-14
2023-09-30	$3,644,336	68,826	-18.3%	Shares	Sole	2023-11-16
2023-06-30	$4,841,157	84,282	+6.5%	Shares	Sole	2023-07-21
2023-03-31	$4,272,622	79,108	+96.0%	Shares	Sole	2023-05-15
2022-12-31	$2,048,723	40,357	+13.4%	Shares	Sole	2023-02-10
2022-09-30	$1,546,931	35,578	+1.6%	Shares	Sole	2022-11-03
2022-06-30	$1,622,481	35,005	+6.3%	Shares	Sole	2022-08-15
2022-03-31	$1,315,273	32,923	+7.2%	Shares	Sole	2022-05-16
2021-12-31	$1,474,694	30,710	+13.1%	Shares	Sole	2022-02-11
2021-09-30	$1,206,178	27,157	+5.6%	Shares	Sole	2021-11-10
2021-06-30	$1,174,623	25,717	-27.9%	Shares	Sole	2021-08-04
2021-03-31	$1,623,770	35,652	-5.8%	Shares	Sole	2021-04-30
2020-12-31	$1,750,137	37,849	-1.5%	Shares	Sole	2021-01-29
2020-09-30	$1,541,243	38,435	+21.3%	Shares	Sole	2020-11-05
2020-06-30	$1,097,994	31,679	-1.1%	Shares	Sole	2020-07-23
2020-03-31	$900,750	32,021	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.