HB Wealth Management, LLC

Position in MNST — Monster Beverage Corp

CIK 1911253 Atlanta, GA

Position in MNST

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,034,091

+$493,230 QoQ

Shares Held

42,324

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#523

of 1,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $81,202,731 across 8 Beverages - Non-Alcoholic names. MNST ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	691,443	$56,193,572
2	PEP	Pepsico Inc	148,180	$20,063,572
3	MNST	Monster Beverage Corp This page	42,324	$2,034,091
4	KDP	Keurig Dr Pepper Inc.	35,222	$1,152,816
5	CELH	Celsius Holdings, Inc.	18,958	$555,090
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	5,450	$545,381
7	COKE	Coca-Cola Consolidated, Inc.	2,196	$419,260
8	PRMB	Primo Brands Corp	9,777	$238,949

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,034,091	21,162	-0.5%	Shares	Sole	2026-07-29
2026-03-31	$1,540,861	21,265	+9.3%	Shares	Sole	2026-04-27
2025-12-31	$1,492,151	19,462	+9.7%	Shares	Sole	2026-01-28
2025-09-30	$1,194,012	17,739	+18.0%	Shares	Sole	2025-10-23
2025-06-30	$941,416	15,029	-20.7%	Shares	Sole	2025-07-17
2025-03-31	$1,109,714	18,963	+62.7%	Shares	Sole	2025-05-07
2024-12-31	$612,534	11,654	+29.2%	Shares	Sole	2025-01-15
2024-09-30	$470,729	9,023	-11.5%	Shares	Sole	2024-10-15
2024-06-30	$509,340	10,197	+6.8%	Shares	Sole	2024-07-26
2024-03-31	$565,946	9,547	+8.1%	Shares	Sole	2024-04-30
2023-12-31	$508,869	8,833	-13.0%	Shares	Sole	2024-01-16
2023-09-30	$537,389	10,149	+42.4%	Shares	Sole	2023-10-13
2023-06-30	$409,489	7,129	+13.0%	Shares	Sole	2023-07-13
2023-03-31	$340,857	6,311	+130.3%	Shares	Sole	2023-04-13
2022-12-31	$278,192	2,740	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.