Caerus Investment Advisors, LLC
Position in MNST — Monster Beverage Corp
CIK 1862682
WEST LAKE HILLS, TX
Position in MNST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$539,137
+$87,132 QoQ
Shares Held
11,218
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#798
of 1,349 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $1,164,402 across 3 Beverages - Non-Alcoholic names. MNST ranks #1 (46.3% of the industry book) .
All Filings in MNST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,137 | 5,609 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $452,005 | 6,238 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $478,190 | 6,237 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $418,600 | 6,219 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||