Independent Advisor Alliance

Position in MNST — Monster Beverage Corp

CIK 1696899 CHARLOTTE, NC

Position in MNST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,331,261

-$498,426 QoQ

Shares Held

27,700

-45.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#601

of 1,349 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Independent Advisor Alliance holds $32,838,832 across 4 Beverages - Non-Alcoholic names. MNST ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	243,177	$19,762,994
2	PEP	Pepsico Inc	72,411	$9,804,449
3	COKE	Coca-Cola Consolidated, Inc.	10,162	$1,940,128
4	MNST	Monster Beverage Corp This page	27,700	$1,331,261

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,331,261	13,850	-45.2%	Shares	Sole	2026-08-12
2026-03-31	$1,829,687	25,251	+16.0%	Shares	Sole	2026-05-12
2025-12-31	$1,668,799	21,766	+101.7%	Shares	Sole	2026-02-04
2025-09-30	$726,409	10,792	-41.3%	Shares	Sole	2025-11-04
2025-06-30	$1,150,695	18,370	+277.3%	Shares	Sole	2025-08-11
2025-03-31	$284,933	4,869	-24.1%	Shares	Sole	2025-05-12
2024-12-31	$337,014	6,412	+63.1%	Shares	Sole	2025-02-07
2024-09-30	$205,131	3,932	-27.1%	Shares	Sole	2024-11-13
2024-06-30	$269,579	5,397	-3.4%	Shares	Sole	2024-08-12
2024-03-31	$331,197	5,587	+10.7%	Shares	Sole	2024-05-08
2023-12-31	$290,642	5,045	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.