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Annex Advisory Services, LLC

Position in MNST — Monster Beverage Corp

CIK 1542287 BROOKFIELD, WI

Position in MNST

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$8,543,626
+$1,541,527 QoQ
Shares Held
177,770
-8.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#311
of 1,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MNST Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Annex Advisory Services, LLC holds $10,270,832 across 3 Beverages - Non-Alcoholic names. MNST ranks #1 (83.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MNST
Monster Beverage Corp
This page
177,770 $8,543,626

All Filings in MNST

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,543,626 88,885
2026-03-31 $7,002,099 96,634
2025-12-31 $9,456,631 123,342
2025-09-30 $8,105,672 120,423
2025-06-30 $7,151,922 114,175
2025-03-31 $6,137,928 104,886
2024-12-31 $5,150,354 97,990
2024-09-30 $4,865,843 93,269
2024-06-30 $3,582,613 71,724
2024-03-31 $3,988,654 67,285
2023-12-31 $3,762,163 65,304