Position in MNST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$396,974
+$102,571 QoQ
Shares Held
8,260
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#849
of 1,349 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Petros Family Wealth, LLC holds $1,475,913 across 2 Beverages - Non-Alcoholic names. MNST ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
13,276 | $1,078,939 | |
| 2 | MNST |
Monster Beverage Corp
This page
|
8,260 | $396,974 |
All Filings in MNST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,974 | 4,130 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $294,403 | 4,063 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $474,662 | 6,191 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $419,946 | 6,239 | Shares | Other | 2025-10-17 | |
| 2025-06-30 | $366,442 | 5,850 | Shares | Other | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||