Golden State Wealth Management, LLC
Position in FIZZ — National Beverage Corp
CIK 1776033
SANTA ANA, CA
Position in FIZZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,310
-$103 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 256 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIZZ Over Time
Shares Held
Position Value (USD)
Derivatives in FIZZ
reported options exposure · as of Jun 30, 2021CallValue
$9,446
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,057,915 across 7 Beverages - Non-Alcoholic names. FIZZ ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
3,842 | $520,206 | |
| 2 | KO |
Coca Cola Co
|
5,926 | $481,606 | |
| 3 | MNST |
Monster Beverage Corp
|
656 | $31,527 | |
| 4 | CELH |
Celsius Holdings, Inc.
|
543 | $15,899 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
225 | $7,364 | |
| 6 | FIZZ |
National Beverage Corp
This page
|
42 | $1,310 | |
| 7 | BNKK |
Bonk, Inc.
|
2 | $3 |
All Filings in FIZZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,310 | 42 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,413 | 42 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,337 | 136 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,137 | 410 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $17,728 | 410 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,031 | 410 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $17,494 | 410 | Shares | Sole | 2025-01-28 | |
| 2021-09-30 | $10,498 | 200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,446 | 200 | Call | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||