SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / MNST

Wellington Wealth Strategies, LLC.’s Monster Beverage Corp New Position

Does Wellington Wealth Strategies, LLC. own Monster Beverage Corp New (MNST)? Yes — 31.0K shares worth $2M (+1.40% of its 13F portfolio) as of Q4 2024, up from 28.2K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
31.0K
% of Portfolio
+1.40%
Quarters Held
4
currently held

Position History MNST

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $1MQ1 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202431.0K$2M+1.40%
Q3 202428.2K$1M+1.13%
Q1 202422.1K$1M+0.61%
Q4 202333.7K$2M+1.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of MNST.