Position in MNST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$583,350
+$195,618 QoQ
Shares Held
12,138
+13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#779
of 1,349 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $11,348,967 across 3 Beverages - Non-Alcoholic names. MNST ranks #3 (5.1% of the industry book) .
All Filings in MNST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,350 | 6,069 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $387,732 | 5,351 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $360,806 | 4,706 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $259,680 | 3,858 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||