Occidental Asset Management, LLC
Position in MNST — Monster Beverage Corp
CIK 1770994
Burlingame, CA
Position in MNST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$751,370
+$178,792 QoQ
Shares Held
15,634
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#715
of 1,349 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Occidental Asset Management, LLC holds $2,862,545 across 3 Beverages - Non-Alcoholic names. MNST ranks #3 (26.2% of the industry book) .
All Filings in MNST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,370 | 7,817 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $572,578 | 7,902 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $709,734 | 9,257 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $781,671 | 11,613 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $648,574 | 10,354 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $402,149 | 6,872 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||