Summit Financial, LLC

Position in MNST — Monster Beverage Corp

CIK 1765536 PARSIPPANY, NJ

Position in MNST

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

Position Value

$568,934

+$238,227 QoQ

Shares Held

11,838

+29.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#787

of 1,349 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $18,663,621 across 4 Beverages - Non-Alcoholic names. MNST ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	119,934	$9,747,036
2	PEP	Pepsico Inc	47,370	$6,413,898
3	KDP	Keurig Dr Pepper Inc.	59,082	$1,933,753
4	MNST	Monster Beverage Corp This page	11,838	$568,934

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$568,934	5,919	+29.7%	Shares	Sole	2026-08-12
2026-03-31	$330,707	4,564	+11.6%	Shares	Sole	2026-05-15
2025-12-31	$313,503	4,089	+5.0%	Shares	Sole	2026-02-13
2025-09-30	$262,172	3,895	-13.0%	Shares	Sole	2025-11-14
2025-06-30	$280,314	4,475	-5.6%	Shares	Sole	2025-08-13
2025-03-31	$277,267	4,738	-0.1%	Shares	Sole	2025-05-14
2024-12-31	$249,239	4,742	+3.1%	Shares	Sole	2025-02-12
2024-09-30	$240,034	4,601	+3.8%	Shares	Sole	2024-11-12
2024-06-30	$221,378	4,432	+11.4%	Shares	Sole	2024-07-31
2024-03-31	$235,875	3,979	-31.1%	Shares	Sole	2024-04-24
2023-12-31	$332,928	5,779	+39.2%	Shares	Sole	2024-02-06
2023-09-30	$219,795	4,151	+18.7%	Shares	Sole	2023-11-07
2023-06-30	$200,925	3,498	-10.8%	Shares	Sole	2023-08-11
2023-03-31	$211,827	3,922	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.