Position in MNST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$501,554
+$140,631 QoQ
Shares Held
10,436
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#813
of 1,349 holders
Holding Since
Mar 2023
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, 2026Root Financial Partners, LLC holds $1,867,295 across 3 Beverages - Non-Alcoholic names. MNST ranks #2 (26.9% of the industry book) .
All Filings in MNST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,554 | 5,218 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $360,923 | 4,981 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $371,389 | 4,844 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $321,203 | 4,772 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $261,818 | 4,474 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $328,237 | 6,245 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $315,785 | 6,053 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $391,757 | 7,843 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $605,070 | 10,207 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $584,453 | 10,145 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $545,808 | 10,308 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $592,321 | 10,312 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $517,307 | 9,578 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||