Valeo Financial Advisors, LLC

Position in MNST — Monster Beverage Corp

CIK 1722641 CARMEL, IN

Position in MNST

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$628,720

+$158,528 QoQ

Shares Held

13,082

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#755

of 1,349 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $13,034,504 across 3 Beverages - Non-Alcoholic names. MNST ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	77,730	$6,317,117
2	PEP	Pepsico Inc	44,968	$6,088,667
3	MNST	Monster Beverage Corp This page	13,082	$628,720

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$628,720	6,541	+0.8%	Shares	Sole	2026-07-08
2026-03-31	$470,192	6,489	-20.4%	Shares	Sole	2026-05-08
2025-12-31	$624,630	8,147	+11.6%	Shares	Sole	2026-02-04
2025-09-30	$491,564	7,303	+1.5%	Shares	Sole	2025-11-03
2025-06-30	$450,506	7,192	+9.6%	Shares	Sole	2025-09-12
2025-03-31	$384,066	6,563	-11.6%	Shares	Sole	2025-04-30
2024-12-31	$390,100	7,422	-14.4%	Shares	Sole	2025-01-30
2024-09-30	$452,157	8,667	+59.1%	Shares	Sole	2024-10-10
2024-06-30	$272,177	5,449	-22.8%	Shares	Sole	2024-07-10
2024-03-31	$418,516	7,060	-17.4%	Shares	Sole	2024-04-25
2023-12-31	$492,450	8,548	-13.8%	Shares	Sole	2024-01-29
2023-09-30	$524,946	9,914	+50.5%	Shares	Sole	2023-10-20
2023-06-30	$378,299	6,586	-2.3%	Shares	Sole	2023-07-14
2023-03-31	$364,027	6,740	+459.3%	Shares	Sole	2023-04-17
2021-03-31	$109,763	1,205	+3.3%	Shares	Sole	2021-04-12
2020-12-31	$107,831	1,166	0.0%	Shares	Sole	2021-02-11
2020-09-30	$93,513	1,166	-10.9%	Shares	Sole	2020-10-28
2020-06-30	$90,670	1,308	+12.2%	Shares	Sole	2020-07-20
2020-03-31	$65,599	1,166	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.