Position in MNST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$446,669
+$137,700 QoQ
Shares Held
9,294
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#835
of 1,349 holders
Holding Since
Sep 2025
4 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, 2026Aprio Wealth Management, LLC holds $7,013,900 across 6 Beverages - Non-Alcoholic names. MNST ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
48,361 | $3,930,298 | |
| 2 | PEP |
Pepsico Inc
|
13,874 | $1,878,539 | |
| 3 | MNST |
Monster Beverage Corp
This page
|
9,294 | $446,669 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,797 | $279,895 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
2,261 | $240,231 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
1,248 | $238,268 |
All Filings in MNST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,669 | 4,647 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $308,969 | 4,264 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $306,143 | 3,993 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $220,911 | 3,282 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||