Synergy Investment Management, LLC
Position in MNST — Monster Beverage Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in MNST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,445
+$2,072 QoQ
Shares Held
904
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,128
of 1,346 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Synergy Investment Management, LLC holds $390,388 across 5 Beverages - Non-Alcoholic names. MNST ranks #3 (11.1% of the industry book) .
All Filings in MNST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,445 | 452 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,373 | 571 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $12,464 | 213 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,625 | 88 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||