Sun Financial Inc

Position in MNST — Monster Beverage Corp

CIK 2067342 MIDVALE, UT

Position in MNST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,892,475

+$2,294,008 QoQ

Shares Held

80,992

+83.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#409

of 1,349 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sun Financial Inc holds $4,785,733 across 3 Beverages - Non-Alcoholic names. MNST ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp This page	80,992	$3,892,475
2	KO	Coca Cola Co	7,141	$580,349
3	PEP	Pepsico Inc	2,311	$312,909

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,892,475	40,496	+83.6%	Shares	Sole	2026-08-12
2026-03-31	$1,598,467	22,060	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$1,702,380	22,204	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.