Position in MNST
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$278,651
+$68,952 QoQ
Shares Held
5,798
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#941
of 1,346 holders
Holding Since
Mar 2020
21 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, 2026Gradient Investments LLC holds $59,494,033 across 6 Beverages - Non-Alcoholic names. MNST ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
563,140 | $45,766,387 | |
| 2 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
58,841 | $5,888,218 | |
| 3 | KOF |
Coca Cola Femsa Sab De CV
|
52,023 | $5,527,443 | |
| 4 | CELH |
Celsius Holdings, Inc.
|
55,849 | $1,635,258 | |
| 5 | PEP |
Pepsico Inc
|
2,940 | $398,076 | |
| 6 | MNST |
Monster Beverage Corp
This page
|
5,798 | $278,651 |
All Filings in MNST
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,651 | 2,899 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $209,699 | 2,894 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $221,882 | 2,894 | Shares | Sole | 2026-01-08 | |
| 2024-06-30 | $119,680 | 2,396 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $45,408 | 766 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $45,454 | 789 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $41,618 | 786 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $45,147 | 786 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $39,643 | 734 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $37,261 | 367 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $31,914 | 367 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $34,020 | 367 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $29,323 | 367 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $35,246 | 367 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $32,600 | 367 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $33,525 | 367 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $33,430 | 367 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $30,518 | 330 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $26,466 | 330 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $22,875 | 330 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $18,565 | 330 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||