JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in MNST — Monster Beverage Corp

CIK 2122180 AMMON, ID

Back to MNST Full portfolio

Position in MNST

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,466,791

+$284,028 QoQ

Shares Held

30,520

-6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#583

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

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $3,005,750 across 3 Beverages - Non-Alcoholic names. MNST ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp This page	30,520	$1,466,791
2	KO	Coca Cola Co	10,113	$821,882
3	PEP	Pepsico Inc	5,296	$717,077

All Filings in MNST

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,466,791	15,260	-6.5%	Shares	Other	2026-07-24
2026-03-31	$1,182,763	16,323	-74.3%	Shares	Other	2026-05-15
2025-12-31	$4,878,665	63,632	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.