Position in MNST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,049,023
+$5,061,756 QoQ
Shares Held
125,864
+361.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#363
of 1,349 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $69,300,221 across 5 Beverages - Non-Alcoholic names. MNST ranks #3 (8.7% of the industry book) .
All Filings in MNST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,049,023 | 62,932 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $987,267 | 13,625 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,062,799 | 13,862 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $256,009 | 4,087 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||