Position in MNST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$954,663
-$183,900 QoQ
Shares Held
19,864
-36.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#661
of 1,355 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $4,252,547 across 3 Beverages - Non-Alcoholic names. MNST ranks #3 (22.4% of the industry book) .
All Filings in MNST
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,663 | 9,932 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,138,563 | 15,713 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,182,558 | 15,424 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $962,802 | 14,304 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $520,037 | 8,302 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $412,566 | 7,050 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $331,075 | 6,299 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333,574 | 6,394 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $297,951 | 5,965 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $327,344 | 5,522 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $268,750 | 4,665 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $235,955 | 2,324 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $223,748 | 2,573 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||