Marshall Financial Group, LLC

Position in MNST — Monster Beverage Corp

CIK 1841496 Hunt Valley, MD

Position in MNST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,445,805

+$884,489 QoQ

Shares Held

71,698

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#425

of 1,349 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,985,519 across 2 Beverages - Non-Alcoholic names. MNST ranks #1 (86.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MNST	Monster Beverage Corp This page	71,698	$3,445,805
2	KO	Coca Cola Co	6,641	$539,714

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,445,805	35,849	+1.4%	Shares	Sole	2026-07-20
2026-03-31	$2,561,316	35,348	+1.4%	Shares	Sole	2026-04-13
2025-12-31	$2,673,942	34,876	-8.4%	Shares	Sole	2026-01-09
2025-09-30	$2,562,020	38,063	+3.8%	Shares	Sole	2025-10-08
2025-06-30	$2,296,257	36,658	-2.6%	Shares	Sole	2025-07-10
2025-03-31	$2,202,400	37,635	+2.9%	Shares	Sole	2025-04-16
2024-12-31	$1,922,487	36,577	+3.0%	Shares	Sole	2025-01-21
2024-09-30	$1,853,443	35,527	+0.9%	Shares	Sole	2024-10-16
2024-06-30	$1,759,438	35,224	+5.1%	Shares	Sole	2024-07-19
2024-03-31	$1,986,117	33,504	+4.4%	Shares	Sole	2024-04-19
2023-12-31	$1,848,359	32,084	+150.4%	Shares	Sole	2024-01-10
2022-09-30	$1,114,131	12,812	-1.5%	Shares	Sole	2022-10-12
2022-06-30	$1,205,285	13,002	-4.0%	Shares	Sole	2022-07-25
2022-03-31	$1,081,766	13,539	+0.5%	Shares	Sole	2022-05-10
2021-12-31	$1,293,946	13,473	+14.0%	Shares	Sole	2022-01-27
2021-09-30	$1,049,704	11,817	+6.4%	Shares	Sole	2021-10-28
2021-06-30	$1,014,715	11,108	-20.1%	Shares	Sole	2021-07-14
2021-03-31	$1,265,604	13,894	+3.8%	Shares	Sole	2021-04-20
2020-12-31	$1,237,289	13,379	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.