Position in MNST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$564,128
-$1,078,974 QoQ
Shares Held
11,738
-74.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#789
of 1,346 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $45,911,164 across 12 Beverages - Non-Alcoholic names. MNST ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
206,187 | $27,917,719 | |
| 2 | KO |
Coca Cola Co
|
197,772 | $16,072,930 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
4,732 | $903,433 | |
| 4 | MNST |
Monster Beverage Corp
This page
|
11,738 | $564,128 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
10,515 | $344,155 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
572 | $57,240 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
723 | $21,169 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
192 | $20,400 |
All Filings in MNST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,128 | 5,869 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,643,102 | 22,676 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,008,370 | 26,195 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,654,075 | 24,574 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,987,238 | 47,689 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,457,313 | 41,991 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,203,045 | 22,889 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,192,188 | 22,852 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $175,973 | 3,523 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $231,192 | 3,900 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $306,369 | 5,318 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $272,268 | 5,142 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $290,416 | 5,056 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $276,207 | 5,114 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $117,977 | 1,162 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $98,960 | 1,138 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $105,492 | 1,138 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $143,260 | 1,793 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $126,484 | 1,317 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $116,989 | 1,317 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $120,307 | 1,317 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $143,648 | 1,577 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $121,796 | 1,317 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $105,623 | 1,317 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $91,294 | 1,317 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $74,431 | 1,323 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||