Position in MNST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$652,074
-$8,127 QoQ
Shares Held
13,568
-21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#751
of 1,349 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,197,727 across 12 Beverages - Non-Alcoholic names. MNST ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
26,422 | $2,147,311 | |
| 2 | PEP |
Pepsico Inc
|
8,618 | $1,166,873 | |
| 3 | MNST |
Monster Beverage Corp
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|
13,568 | $652,074 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
2,967 | $566,453 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,811 | $281,294 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
6,267 | $205,114 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,509 | $73,459 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
573 | $60,878 |
All Filings in MNST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,074 | 6,784 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $660,201 | 8,611 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $587,478 | 8,728 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $685,028 | 10,936 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $135,120 | 2,309 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $76,472 | 1,455 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,148 | 1,268 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $60,037 | 1,202 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $90,099 | 1,564 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $87,840 | 1,659 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $94,257 | 1,641 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $106,615 | 1,974 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $101,630 | 1,001 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $73,828 | 849 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $70,636 | 762 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $18,616 | 233 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $17,094 | 178 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||