Portside Wealth Group, LLC

Position in MNST — Monster Beverage Corp

CIK 1978608 Provo, UT

Position in MNST

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,904,265

+$895,892 QoQ

Shares Held

60,430

+9.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#454

of 1,346 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Portside Wealth Group, LLC holds $9,719,162 across 5 Beverages - Non-Alcoholic names. MNST ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	28,703	$3,886,386
2	MNST	Monster Beverage Corp This page	60,430	$2,904,265
3	KO	Coca Cola Co	27,720	$2,252,803
4	COCO	Vita Coco Company, Inc.	7,013	$463,839
5	CELH	Celsius Holdings, Inc.	7,236	$211,869

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,904,265	30,215	+9.0%	Shares	Other	2026-07-14
2026-03-31	$2,008,373	27,717	+9.4%	Shares	Sole	2026-05-12
2025-12-31	$1,942,817	25,340	+14.4%	Shares	Other	2026-01-21
2025-09-30	$1,491,185	22,154	+16.8%	Shares	Sole	2025-11-05
2025-06-30	$1,188,091	18,967	+9.4%	Shares	Sole	2025-08-11
2025-03-31	$1,014,385	17,334	+10.0%	Shares	Sole	2025-04-14
2024-12-31	$828,240	15,758	+16.6%	Shares	Other	2025-04-14
2024-09-30	$705,077	13,515	+15.2%	Shares	Other	2024-10-31
2024-06-30	$585,863	11,729	+4.5%	Shares	Other	2024-07-18
2024-03-31	$665,358	11,224	+6.7%	Shares	Other	2024-04-17
2023-12-31	$606,172	10,522	+8.7%	Shares	Other	2024-01-16
2023-09-30	$512,608	9,681	+22.0%	Shares	Other	2023-10-27
2023-06-30	$455,671	7,933	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.