CBIZ Investment Advisory Services, LLC
Position in MNST — Monster Beverage Corp
CIK 1795934
INDEPENDENCE, OH
Position in MNST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,074
+$1,988 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,243
of 1,349 holders
Holding Since
Mar 2025
6 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, 2026CBIZ Investment Advisory Services, LLC holds $63,769 across 3 Beverages - Non-Alcoholic names. MNST ranks #2 (12.7% of the industry book) .
All Filings in MNST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,074 | 84 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,086 | 84 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,820 | 102 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,404 | 110 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,002 | 16 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,755 | 30 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||