Position in MNST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$552,978
+$128,290 QoQ
Shares Held
11,506
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#795
of 1,349 holders
Holding Since
Jun 2024
9 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, 2026Outlook Wealth Advisors, LLC holds $938,191 across 2 Beverages - Non-Alcoholic names. MNST ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
This page
|
11,506 | $552,978 | |
| 2 | PEP |
Pepsico Inc
|
2,845 | $385,213 |
All Filings in MNST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,978 | 5,753 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $424,688 | 5,861 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $452,583 | 5,903 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $406,148 | 6,034 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $490,847 | 7,836 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $471,378 | 8,055 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $422,372 | 8,036 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $350,269 | 6,714 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $303,046 | 6,067 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||