WealthPlan Investment Management, LLC

Position in MNST — Monster Beverage Corp

CIK 1929986 OMAHA, NE

Position in MNST

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$495,402

+$202,374 QoQ

Shares Held

10,308

+27.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#817

of 1,349 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $10,354,071 across 3 Beverages - Non-Alcoholic names. MNST ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	81,499	$6,623,422
2	PEP	Pepsico Inc	23,894	$3,235,247
3	MNST	Monster Beverage Corp This page	10,308	$495,402

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,402	5,154	+27.4%	Shares	Other	2026-07-28
2026-03-31	$293,028	4,044	+21.1%	Shares	Sole	2026-04-29
2025-12-31	$256,001	3,339	+1.5%	Shares	Sole	2026-02-05
2025-09-30	$221,449	3,290	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.