Position in MNST
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$262,984
+$64,734 QoQ
Shares Held
5,472
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#961
of 1,349 holders
Holding Since
Dec 2025
3 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, 2026KWB Wealth holds $537,710 across 2 Beverages - Non-Alcoholic names. MNST ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,029 | $274,726 | |
| 2 | MNST |
Monster Beverage Corp
This page
|
5,472 | $262,984 |
All Filings in MNST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,984 | 2,736 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $198,250 | 2,736 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $209,769 | 2,736 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||