Skip to main content

United Financial Planning Group LLC

Position in MNST — Monster Beverage Corp

CIK 2088337 HAUPPAUGE, NY

Position in MNST

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$13,649
+$3,360 QoQ
Shares Held
284
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,213
of 1,349 holders
Holding Since
Dec 2025
3 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, 2026

United Financial Planning Group LLC holds $78,833 across 4 Beverages - Non-Alcoholic names. MNST ranks #3 (17.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MNST
Monster Beverage Corp
This page
284 $13,649

All Filings in MNST

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,649 142
2026-03-31 $10,289 142
2025-12-31 $11,117 145