Heritage Wealth Advisors

Position in MNST — Monster Beverage Corp

CIK 1591122 RICHMOND, VA

Position in MNST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,709

+$1,159 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,284

of 1,349 holders

Holding Since

Sep 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $3,240,532 across 3 Beverages - Non-Alcoholic names. MNST ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	13,449	$1,820,994
2	KO	Coca Cola Co	17,409	$1,414,829
3	MNST	Monster Beverage Corp This page	98	$4,709

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,709	49	0.0%	Shares	Sole	2026-08-14
2026-03-31	$3,550	49	-37.2%	Shares	Sole	2026-05-14
2023-06-30	$4,480	78	-22.0%	Shares	Sole	2024-12-12
2020-12-31	$9,248	100	0.0%	Shares	Sole	2021-02-01
2020-09-30	$8,020	100	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.