Caldwell Trust Co

Bank

Position in MNST — Monster Beverage Corp

CIK 2080218 Venice, FL

Position in MNST

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$129,762

+$31,941 QoQ

Shares Held

2,700

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,075

of 1,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Caldwell Trust Co holds $8,539,429 across 5 Beverages - Non-Alcoholic names. MNST ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	53,360	$4,336,567
2	PEP	Pepsico Inc	28,259	$3,826,268
3	COKE	Coca-Cola Consolidated, Inc.	1,250	$238,650
4	MNST	Monster Beverage Corp This page	2,700	$129,762
5	KDP	Keurig Dr Pepper Inc.	250	$8,182

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,762	1,350	0.0%	Shares	Sole	2026-08-03
2026-03-31	$97,821	1,350	0.0%	Shares	Sole	2026-04-22
2025-12-31	$103,504	1,350	0.0%	Shares	Sole	2026-01-30
2025-09-30	$90,868	1,350	-20.6%	Shares	Sole	2025-10-23
2025-06-30	$106,488	1,700	0.0%	Shares	Sole	2025-09-22
2025-03-31	$99,484	1,700	0.0%	Shares	Sole	2025-09-23
2024-12-31	$89,352	1,700	-46.5%	Shares	Sole	2025-09-24
2024-09-30	$165,796	3,178	+22.3%	Shares	Sole	2025-09-24
2024-06-30	$129,770	2,598	-23.8%	Shares	Sole	2025-09-24
2024-03-31	$202,026	3,408	-19.0%	Shares	Sole	2025-09-24
2023-12-31	$242,422	4,208	-16.1%	Shares	Sole	2025-10-01
2023-09-30	$265,597	5,016	-9.7%	Shares	Sole	2025-10-01
2023-06-30	$319,136	5,556	-1.2%	Shares	Sole	2025-10-01
2023-03-31	$303,752	5,624	+89.6%	Shares	Sole	2025-10-01
2022-12-31	$301,137	2,966	-10.0%	Shares	Sole	2025-10-01
2022-09-30	$286,707	3,297	+3.0%	Shares	Sole	2025-10-01
2022-06-30	$296,640	3,200	+11.7%	Shares	Sole	2025-10-02
2022-03-31	$228,913	2,865	+0.4%	Shares	Sole	2025-10-02
2021-12-31	$274,194	2,855	+1.8%	Shares	Sole	2025-10-02
2021-09-30	$249,168	2,805	-43.0%	Shares	Sole	2025-10-02
2021-06-30	$449,716	4,923	-31.3%	Shares	Sole	2025-10-02
2021-03-31	$653,024	7,169	+9.8%	Shares	Sole	2025-10-02
2020-12-31	$603,894	6,530	+4.0%	Shares	Sole	2025-10-02
2020-09-30	$503,656	6,280	+5.4%	Shares	Sole	2025-10-02
2020-06-30	$413,147	5,960	0.0%	Shares	Sole	2025-10-02
2020-03-31	$335,309	5,960	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.