Summit Global Investments

Position in MNST — Monster Beverage Corp

CIK 1697953 BOUNTIFUL, UT

Position in MNST

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,128,451

+$1,405,053 QoQ

Shares Held

148,324

-6.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#333

of 1,349 holders

Holding Since

Jun 2021

9 quarters on record

Consumer Defensive · as of Jun 30, 2026

Summit Global Investments holds $17,689,885 across 4 Beverages - Non-Alcoholic names. MNST ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp This page	148,324	$7,128,451
2	PEP	Pepsico Inc	38,932	$5,271,392
3	KO	Coca Cola Co	60,553	$4,921,142
4	KOF	Coca Cola Femsa Sab De CV	3,472	$368,900

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,128,451	74,162	-6.1%	Shares	Sole	2026-08-03
2026-03-31	$5,723,398	78,987	-10.0%	Shares	Sole	2026-05-07
2025-12-31	$6,731,932	87,804	-27.4%	Shares	Sole	2026-02-18
2025-09-30	$8,146,192	121,025	+365.7%	Shares	Sole	2025-11-03
2023-06-30	$1,492,635	25,986	+13.4%	Shares	Sole	2023-07-19
2023-03-31	$1,237,747	22,917	-71.7%	Shares	Sole	2023-05-04
2021-12-31	$7,766,466	80,867	+106.4%	Shares	Sole	2022-02-14
2021-09-30	$3,479,559	39,171	+166.3%	Shares	Sole	2021-11-08
2021-06-30	$1,343,941	14,712	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.