Position in MNST
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$15,667
+$8,059 QoQ
Shares Held
326
+55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,204
of 1,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MNST Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Dogwood Wealth Management LLC holds $447,478 across 4 Beverages - Non-Alcoholic names. MNST ranks #3 (3.5% 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 | $15,667 | 163 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $7,608 | 105 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,283 | 95 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,663 | 99 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,700 | 91 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $643 | 11 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $700,256 | 13,323 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $682,905 | 13,090 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $554,794 | 11,107 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $515,380 | 8,694 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $430,749 | 7,477 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||