Perigon Wealth Management, LLC

Position in MNST — Monster Beverage Corp

CIK 1575239 SAN FRANCISCO, CA

Position in MNST

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,262,249

+$1,101,834 QoQ

Shares Held

88,686

+1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#400

of 1,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $22,498,296 across 5 Beverages - Non-Alcoholic names. MNST ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	137,768	$11,196,405
2	PEP	Pepsico Inc	44,714	$6,054,275
3	MNST	Monster Beverage Corp This page	88,686	$4,262,249
4	KDP	Keurig Dr Pepper Inc.	21,922	$717,507
5	COKE	Coca-Cola Consolidated, Inc.	1,403	$267,860

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,262,249	44,343	+1.7%	Shares	Sole	2026-08-07
2026-03-31	$3,160,415	43,616	+29.1%	Shares	Sole	2026-04-10
2025-12-31	$2,589,605	33,776	+5.1%	Shares	Sole	2026-01-16
2025-09-30	$2,163,410	32,141	+87.8%	Shares	Sole	2025-10-17
2025-06-30	$1,071,895	17,112	+5.1%	Shares	Sole	2025-07-16
2025-03-31	$952,998	16,285	-2.4%	Shares	Sole	2025-04-23
2024-12-31	$876,911	16,684	-10.1%	Shares	Sole	2025-01-22
2024-09-30	$967,805	18,551	-2.6%	Shares	Sole	2024-10-16
2024-06-30	$951,647	19,052	+2.0%	Shares	Sole	2024-08-02
2024-03-31	$1,106,757	18,670	+1.0%	Shares	Sole	2024-04-29
2023-12-31	$1,065,439	18,494	+2.7%	Shares	Sole	2024-01-29
2023-09-30	$953,682	18,011	-0.3%	Shares	Sole	2023-10-30
2023-06-30	$1,037,366	18,060	+5.8%	Shares	Sole	2023-08-02
2023-03-31	$921,572	17,063	+96.4%	Shares	Sole	2023-05-03
2022-12-31	$882,295	8,690	+0.0%	Shares	Sole	2023-05-01
2022-09-30	$755,508	8,688	-8.1%	Shares	Sole	2022-12-13
2022-06-30	$876,015	9,450	+7.7%	Shares	Sole	2022-08-11
2022-03-31	$700,802	8,771	-0.8%	Shares	Sole	2022-05-16
2021-12-31	$849,473	8,845	+3.1%	Shares	Sole	2022-02-11
2021-09-30	$761,983	8,578	+10.8%	Shares	Sole	2021-11-01
2021-06-30	$707,323	7,743	+8.0%	Shares	Sole	2021-07-19
2021-03-31	$652,842	7,167	+36.2%	Shares	Sole	2021-05-17
2020-12-31	$486,722	5,263	+14.5%	Shares	Sole	2021-01-28
2020-09-30	$368,679	4,597	-1.0%	Shares	Sole	2020-11-03
2020-06-30	$321,852	4,643	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.