Position in MNST
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,075
+$1,844 QoQ
Shares Held
64
+88.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,298
of 1,346 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $39,085 across 7 Beverages - Non-Alcoholic names. MNST ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
303 | $24,624 | |
| 2 | PEP |
Pepsico Inc
|
54 | $7,311 | |
| 3 | MNST |
Monster Beverage Corp
This page
|
64 | $3,075 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
10 | $1,909 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
53 | $1,734 | |
| 6 | FIZZ |
National Beverage Corp
|
12 | $374 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2 | $58 |
All Filings in MNST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,075 | 32 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,231 | 17 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,303 | 17 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,009 | 15 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $939 | 15 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $409 | 7 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||