Monster Beverage Corporation
DE ˙ DB ˙ US61174X1090
77,60 € ↑0,89 (1,16%)
2026-06-05
AKTIENPREIS
SecurityDE:MOB / Monster Beverage Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership6,515 shares
Latest Disclosed Value $ 472,077
Pinnacle Wealth Planning Services, Inc. reports 3.45% decrease in ownership of MOB / Monster Beverage Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 6,515 shares of Monster Beverage Corporation (DE:MOB) valued at $408,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,748 shares of Monster Beverage Corporation. This represents a change in shares of -3.45% during the quarter. The current value of the position is $505,564 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F MONSTER BEVERAGE CORP COM 61174X109 6,515 -233 -3.45 472 -8.70 0.0488
2026-02-13 2025-12-31 13F MONSTER BEVERAGE CORP COM 61174X109 6,748 -443 -6.16 517 6.82 0.0540
2025-11-13 2025-09-30 13F MONSTER BEVERAGE CORPORA COM 61174X109 7,191 -422 -5.54 484 1.68 0.0567
2025-08-11 2025-06-30 13F MONSTER BEVERAGE CORPORA COM 61174X109 7,613 394 5.46 477 12.80 0.0627
2025-05-15 2025-03-31 13F MONSTER BEVERAGE CORPORA COM 61174X109 7,219 -128 -1.74 422 9.33 0.0635
2025-02-27 2024-12-31 13F/A-1 MONSTER BEVERAGE CORPORA COM 61174X109 7,347 -1,027 -12.26 386 -11.47 0.0580
2025-02-06 2024-12-31 13F MONSTER BEVERAGE CORPORA COM 61174X109 7,347 -1,027 386 0.0539
2024-11-13 2024-09-30 13F MONSTER BEVERAGE Stock 61174X109 8,374 -161 -1.89 437 2.35 0.0593
2024-08-09 2024-06-30 13F MONSTER BEVERAGE Stock 61174X109 8,535 -134 -1.55 426 -16.96 0.0609
2024-05-10 2024-03-31 13F MONSTER BEVERAGE Stock 61174X109 8,669 -38 -0.44 514 2.40 0.0753
2024-02-08 2023-12-31 13F MONSTER BEVERAGE Stock 61174X109 8,707 -153 -1.73 502 6.82 0.0788
2023-11-08 2023-09-30 13F MONSTER BEVERAGE Stock 61174X109 8,860 -748 -7.79 469 -14.88 0.0773
2023-08-07 2023-06-30 13F MONSTER BEVERAGE Stock 61174X109 9,608 -654 -6.37 552 -0.54 0.0891
2023-05-03 2023-03-31 13F MONSTER BEVERAGE Stock 61174X109 10,262 5,151 100.78 554 6.95 0.0921
2023-02-13 2022-12-31 13F MONSTER BEVERAGE Stock 61174X109 5,111 103 2.06 519 18.81 0.0922
2022-11-09 2022-09-30 13F MONSTER BEVERAGE Stock 61174X109 5,008 3 0.06 436 -6.03 0.0806
2022-08-03 2022-06-30 13F MONSTER BEVERAGE Stock 61174X109 5,005 671 15.48 464 34.10 0.0834
2022-04-20 2022-03-31 13F MONSTER BEVERAGE Stock 61174X109 4,334 520 13.63 346 -5.46 0.0630
2022-01-21 2021-12-31 13F MONSTER BEVERAGE Stock 61174X109 3,814 322 9.22 366 18.06 0.0715
2021-10-29 2021-09-30 13F MONSTER BEVERAGE Stock 61174X109 3,492 9 0.26 310 -2.82 0.0685
2021-08-02 2021-06-30 13F MONSTER BEVERAGE Stock 61174X109 3,483 339 10.78 319 11.54 0.0742
2021-04-29 2021-03-31 13F MONSTER BEVERAGE Stock 61174X109 3,144 251 8.68 286 6.72 0.0733
2021-02-12 2020-12-31 13F MONSTER BEVERAGE Stock 61174X109 2,893 152 5.55 268 21.82 0.0640
2020-11-03 2020-09-30 13F MONSTER BEVERAGE Stock 61174X109 2,741 2,741 220 0.0726
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.