MNST β€” MONSTER BEVERAGE CORPORATION

Ownership history in MARSHALL & SULLIVAN INC /WA/  Β·  42 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported MONSTER BEVERAGE CORPORATION (MNST) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.7% in 2025 Q3. The latest visible filing shows MNST at 2.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MNST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL & SULLIVAN INC /WA/'s position in MONSTER BEVERAGE CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MNST was reported at 2.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARSHALL & SULLIVAN INC /WA/ held MNST β€” position size vs. price
% of Fund (quarterly)    MNST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 86,511 -628 -0.7% 2.70% $5.8M 2025-11-14 (Est.) $71.31
2025 Q2 ADDED 87,139 +345 +0.4% 2.62% $5.5M 2025-07-11 $58.83
2025 Q1 REDUCED 86,794 -555 -0.6% 2.58% $5.1M 2025-04-10 $57.77
2024 Q4 ADDED 87,349 +301 +0.3% 2.24% $4.6M 2025-01-13 $49.99
2024 Q3 REDUCED 87,048 -771 -0.9% 2.18% $4.5M 2024-10-09 $49.77
2024 Q2 ADDED 87,819 +475 +0.5% 2.19% $4.4M 2024-07-12 $50.83
2024 Q1 REDUCED 87,344 -1,267 -1.4% 2.56% $5.2M 2024-04-10 $54.81
2023 Q4 REDUCED 88,611 -1,419 -1.6% 2.70% $5.1M 2024-01-11 $58.63
34 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and MNST

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARSHALL & SULLIVAN INC /WA/ reported owning MNST?

MARSHALL & SULLIVAN INC /WA/ reported MNST across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MNST position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for MNST was 2.70% in 2025 Q3.

What is the latest reported MNST position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 86,511 shares, equal to 2.70% of portfolio, with an estimated market value of $5.8M.

What does the chart on this MNST ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'s quarterly MNST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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