MNST — MONSTER BEVERAGE CORP NEW

Ownership history in WMS Group LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WMS Group LLC reported a position in MONSTER BEVERAGE CORP NEW (MNST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.41% (2025 Q4)
Avg. % of fund
1.41%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 14,440 — — 1.41% $1.1M $76.67
% of Fund (quarterly)    MNST price (monthly, adj. close)

Other funds also holding MNST

As of 2025 Q4 — sorted by position size

BROADWOOD CAPITAL INC 3Y 7Y 36.93% Platt Wealth Management LLC 7.36% Defender Capital, LLC. 3Y 6.12% Touchstone Capital, Inc. 3Y 4.95% Sather Financial Group Inc 3Y 7Y 4.13% MORGENS WATERFALL VINTIADIS & CO INC 3Y 7Y 3.54% NatWest Group plc 3Y 7Y 3.45% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 3.32% LOOMIS SAYLES & CO L P 3Y 7Y 2.43% MAVERICK CAPITAL LTD 3Y 7Y 2.22%
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