SVB WEALTH LLC

Position in MNST — Monster Beverage Corp

CIK 1626116 BOSTON, MA

Position in MNST

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$571,345

-$184,159 QoQ

Shares Held

15,770

-20.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Defensive · as of Jun 30, 2026

SVB WEALTH LLC holds $11,956,666 across 2 Beverages - Non-Alcoholic names.

#	Ticker	Company	Shares	Value (USD)	Open
1	PEP	Pepsico Inc	44,735	$6,057,117
2	KO	Coca Cola Co	72,592	$5,899,549

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$571,345	7,885	-20.0%	Shares	Sole	2026-04-17
2025-12-31	$755,504	9,854	-39.3%	Shares	Sole	2026-02-04
2025-09-30	$1,092,572	16,232	-16.5%	Shares	Sole	2025-11-06
2025-06-30	$1,217,970	19,444	-23.1%	Shares	Sole	2025-08-14
2025-03-31	$1,478,800	25,270	-65.4%	Shares	Sole	2025-05-14
2024-12-31	$3,839,244	73,045	-3.8%	Shares	Sole	2025-02-05
2024-06-30	$3,794,151	75,959	-3.2%	Shares	Sole	2024-08-06
2024-03-31	$4,653,124	78,494	-12.6%	Shares	Sole	2024-05-15
2023-12-31	$5,174,241	89,815	+21.0%	Shares	Sole	2024-01-30
2023-09-30	$3,929,789	74,217	+522.6%	Shares	Sole	2023-10-23
2023-06-30	$684,741	11,921	-5.3%	Shares	Sole	2023-07-24
2023-03-31	$679,715	12,585	+80.1%	Shares	Sole	2023-05-12
2022-12-31	$709,288	6,986	+6.8%	Shares	Sole	2023-02-10
2022-09-30	$568,978	6,543	+34.1%	Shares	Sole	2022-11-09
2022-06-30	$452,375	4,880	+32.5%	Shares	Sole	2022-08-16
2022-03-31	$294,271	3,683	-8.7%	Shares	Sole	2022-05-13
2021-12-31	$387,616	4,036	-25.0%	Shares	Sole	2022-02-15
2021-09-30	$477,994	5,381	+1.6%	Shares	Sole	2021-11-09
2021-06-30	$483,606	5,294	-4.5%	Shares	Sole	2021-08-13
2021-03-31	$504,729	5,541	-16.5%	Shares	Sole	2021-05-11
2020-12-31	$613,789	6,637	+3.8%	Shares	Sole	2021-02-10
2020-09-30	$512,798	6,394	+3.3%	Shares	Sole	2020-11-10
2020-06-30	$429,090	6,190	-17.8%	Shares	Sole	2020-08-05
2020-03-31	$423,694	7,531	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.