Monster Beverage Corporation
DE ˙ DB ˙ US61174X1090
77,60 € ↑0,89 (1,16%)
2026-06-05
DEL PRIS
SecurityDE:MOB / Monster Beverage Corporation
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership122,765 shares
Latest Disclosed Value $ 8,896
Appleton Partners Inc/ma reports 0.87% increase in ownership of MOB / Monster Beverage Corporation

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 122,765 shares of Monster Beverage Corporation (DE:MOB) valued at $7,688,772 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 121,703 shares of Monster Beverage Corporation. This represents a change in shares of 0.87% during the quarter. The current value of the position is $9,526,564 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)
2026-04-28 2026-03-31 13F MONSTER BEVERAGE CORP NEW COM CS 61174X109 122,765 1,062 0.87 9 -11.11 0.6205
2026-01-09 2025-12-31 13F MONSTER BEVERAGE CORP NEW COM CS 61174X109 121,703 -265 -0.22 9 12.50 0.6147
2025-11-05 2025-09-30 13F MONSTER BEVERAGE CS 61174X109 121,968 1,703 1.42 8 14.29 0.5510
2025-07-22 2025-06-30 13F MONSTER BEVERAGE CS 61174X109 120,265 -1,623 -1.33 8 0.00 0.5330
2025-04-22 2025-03-31 13F MONSTER BEVERAGE CS 61174X109 121,888 -3,450 -2.75 7 16.67 0.5512
2025-01-28 2024-12-31 13F MONSTER BEVERAGE CS 61174X109 125,338 -1,859 -1.46 7 0.00 0.4869
2024-10-01 2024-09-30 13F MONSTER BEVERAGE CS 61174X109 127,197 105 0.08 7 0.00 0.4882
2024-07-02 2024-06-30 13F MONSTER BEVERAGE CS 61174X109 127,092 6,992 5.82 6 -14.29 0.4890
2024-04-01 2024-03-31 13F MONSTER BEVERAGE CS 61174X109 120,100 4,770 4.14 7 16.67 0.5526
2024-01-02 2023-12-31 13F MONSTER BEVERAGE CS 61174X109 115,330 7,565 7.02 7 20.00 0.5358
2023-10-03 2023-09-30 13F MONSTER BEVERAGE CS 61174X109 107,765 1,815 1.71 6 -16.67 0.5071
2023-07-10 2023-06-30 13F MONSTER BEVERAGE CS 61174X109 105,950 -1,234 -1.15 6 20.00 0.5138
2023-04-10 2023-03-31 13F MONSTER BEVERAGE CS 61174X109 107,184 54,002 101.54 6 0.00 0.5149
2023-01-19 2022-12-31 13F MONSTER BEVERAGE CS 61174X109 53,182 -634 -1.18 5 -99.89 0.5115
2022-10-27 2022-09-30 13F MONSTER BEVERAGE CS 61174X109 53,816 -349 -0.64 4,680 -6.79 0.4682
2022-07-08 2022-06-30 13F MONSTER BEVERAGE CS 61174X109 54,165 -701 -1.28 5,021 14.53 0.4748
2022-04-05 2022-03-31 13F MONSTER BEVERAGE CS 61174X109 54,866 -1,740 -3.07 4,384 -19.35 0.3584
2022-02-03 2021-12-31 13F MONSTER BEVERAGE CS 61174X109 56,606 1,896 3.47 5,436 11.85 0.4092
2021-10-14 2021-09-30 13F MONSTER BEVERAGE CS 61174X109 54,710 6,138 12.64 4,860 9.53 0.4047
2021-07-07 2021-06-30 13F MONSTER BEVERAGE CS 61174X109 48,572 2,167 4.67 4,437 4.97 0.3779
2021-04-19 2021-03-31 13F MONSTER BEVERAGE CORP NEW COM CS 61174X109 46,405 2,091 4.72 4,227 3.15 0.3929
2021-01-19 2020-12-31 13F MONSTER BEVERAGE CORP NEW COM CS 61174X109 44,314 585 1.34 4,098 16.85 0.4035
2020-10-14 2020-09-30 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 43,729 11 0.03 3,507 15.70 0.3873
2020-08-14 2020-06-30 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 43,718 -1,124 -2.51 3,031 20.13 0.3629
2020-05-04 2020-03-31 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 44,842 -1,265 -2.74 2,523 -13.89 0.3496
2020-01-13 2019-12-31 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 46,107 1,551 3.48 2,930 13.26 0.3218
2019-11-04 2019-09-30 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 44,556 5,555 14.24 2,587 3.94 0.3123
2019-07-25 2019-06-30 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 39,001 150 0.39 2,489 17.41 0.3076
2019-04-17 2019-03-31 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 38,851 1,959 5.31 2,120 16.74 0.2810
2019-01-17 2018-12-31 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 36,892 1,031 2.87 1,816 -13.11 0.2719
2018-10-09 2018-09-30 13F MONSTER BEVERAGE CORP NEW COM COM 61174X109 35,861 35,861 2,090 0.2783
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.