Position in MNST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,514
+$5,095 QoQ
Shares Held
302
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,210
of 1,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Valued Wealth Advisors LLC holds $72,476 across 4 Beverages - Non-Alcoholic names. MNST ranks #2 (20.0% of the industry book) .
All Filings in MNST
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,514 | 151 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,419 | 130 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,047 | 118 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,942 | 118 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,391 | 118 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,905 | 118 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,202 | 118 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,156 | 118 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,894 | 118 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,995 | 118 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,761 | 100 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||