Position in BGS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,518
-$734 QoQ
Shares Held
884
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 181 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BGS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $78,397 across 12 Packaged Foods names. BGS ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
1,600 | $35,632 | |
| 2 | KHC |
Kraft Heinz Co
|
788 | $18,612 | |
| 3 | INGR |
Ingredion Inc
|
73 | $6,913 | |
| 4 | GIS |
General Mills Inc
|
137 | $4,767 | |
| 5 | CAG |
Conagra Brands Inc.
|
296 | $3,984 | |
| 6 | BGS |
B&G Foods, Inc.
This page
|
884 | $3,518 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
124 | $2,158 | |
| 8 | MKC |
Mccormick & Co Inc
|
21 | $1,058 |
All Filings in BGS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,518 | 884 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,252 | 884 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,801 | 884 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,916 | 884 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,739 | 884 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,073 | 884 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,090 | 884 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $140,738 | 5,068 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||