Position in MNST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$754,638
+$182,422 QoQ
Shares Held
15,702
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#712
of 1,349 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $79,982,148 across 7 Beverages - Non-Alcoholic names. MNST ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
605,906 | $49,241,980 | |
| 2 | PEP |
Pepsico Inc
|
199,811 | $27,054,409 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
14,264 | $1,427,398 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
24,677 | $807,677 | |
| 5 | MNST |
Monster Beverage Corp
This page
|
15,702 | $754,638 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2,592 | $494,864 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
6,871 | $201,182 |
All Filings in MNST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,638 | 7,851 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $572,216 | 7,897 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $621,640 | 8,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $328,270 | 4,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $271,544 | 4,335 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||