BAKER TILLY WEALTH MANAGEMENT, LLC

Position in MNST — Monster Beverage Corp

CIK 1840565 MADISON, WI

Position in MNST

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,695,556

+$374,756 QoQ

Shares Held

35,280

-3.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#558

of 1,349 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,199,473 across 3 Beverages - Non-Alcoholic names. MNST ranks #2 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	25,955	$2,109,362
2	MNST	Monster Beverage Corp This page	35,280	$1,695,556
3	PEP	Pepsico Inc	2,914	$394,555

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,695,556	17,640	-3.2%	Shares	Sole	2026-07-17
2026-03-31	$1,320,800	18,228	+1.4%	Shares	Sole	2026-04-10
2025-12-31	$1,378,066	17,974	+0.7%	Shares	Sole	2026-01-08
2025-09-30	$1,201,550	17,851	-1.8%	Shares	Sole	2025-10-09
2025-06-30	$1,138,669	18,178	-4.5%	Shares	Sole	2025-07-10
2025-03-31	$1,113,986	19,036	+9.1%	Shares	Sole	2025-04-09
2024-12-31	$917,434	17,455	+6.2%	Shares	Sole	2025-01-10
2024-09-30	$857,361	16,434	+28.1%	Shares	Sole	2024-10-24
2024-06-30	$641,058	12,834	-32.5%	Shares	Sole	2024-07-18
2024-03-31	$1,127,149	19,014	+0.9%	Shares	Sole	2024-05-09
2023-12-31	$1,085,141	18,836	-21.5%	Shares	Sole	2024-01-10
2023-09-30	$1,270,588	23,996	-67.1%	Shares	Sole	2023-10-10
2023-06-30	$4,194,728	73,028	+3.7%	Shares	Sole	2023-07-20
2023-03-31	$3,803,168	70,416	+113.4%	Shares	Sole	2023-04-12
2022-12-31	$3,350,083	32,996	+14.0%	Shares	Sole	2023-01-26
2022-09-30	$2,517,665	28,952	+0.3%	Shares	Sole	2022-10-20
2022-06-30	$2,674,673	28,853	+11.0%	Shares	Sole	2022-07-28
2022-03-31	$2,076,680	25,991	+20.0%	Shares	Sole	2022-04-27
2021-12-31	$2,080,418	21,662	+14.2%	Shares	Sole	2022-02-08
2021-09-30	$1,684,572	18,964	+27.5%	Shares	Sole	2021-11-02
2021-06-30	$1,358,922	14,876	+10.3%	Shares	Sole	2021-07-30
2021-03-31	$1,227,984	13,481	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.