Marks Group Wealth Management, Inc

Position in MNST — Monster Beverage Corp

CIK 1802473 MINNETONKA, MN

Position in MNST

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,123,514

-$63,928 QoQ

Shares Held

64,992

-26.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#442

of 1,349 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Consumer Defensive · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $8,503,011 across 4 Beverages - Non-Alcoholic names. MNST ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp This page	64,992	$3,123,514
2	KDP	Keurig Dr Pepper Inc.	76,738	$2,511,634
3	KO	Coca Cola Co	30,165	$2,451,508
4	PEP	Pepsico Inc	3,075	$416,355

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,123,514	32,496	-26.1%	Shares	Other	2026-07-28
2026-03-31	$3,187,442	43,989	-35.2%	Shares	Other	2026-05-05
2025-12-31	$5,202,366	67,854	-21.1%	Shares	Other	2026-02-11
2025-09-30	$5,792,092	86,051	+9.8%	Shares	Sole	2025-11-10
2025-06-30	$4,909,910	78,383	-1.8%	Shares	Sole	2025-07-22
2025-03-31	$4,670,715	79,814	+2.3%	Shares	Sole	2025-05-01
2024-12-31	$4,101,782	78,040	+1.3%	Shares	Sole	2025-01-29
2024-09-30	$4,020,897	77,073	+73.9%	Shares	Other	2024-10-30
2024-06-30	$2,214,333	44,331	+3.2%	Shares	Sole	2024-08-14
2024-03-31	$2,547,261	42,970	+4.0%	Shares	Sole	2024-04-29
2023-12-31	$2,380,963	41,329	+2.2%	Shares	Sole	2024-02-01
2023-09-30	$2,142,092	40,455	-0.8%	Shares	Sole	2023-10-30
2023-06-30	$2,342,977	40,790	-2.3%	Shares	Sole	2023-07-19
2023-03-31	$2,255,187	41,755	+98.1%	Shares	Sole	2023-05-03
2022-12-31	$2,139,846	21,076	-1.9%	Shares	Sole	2023-02-06
2022-09-30	$1,867,900	21,480	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$1,956,526	21,106	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.