Golden State Wealth Management, LLC
Position in KDP — Keurig Dr Pepper Inc.
CIK 1776033
SANTA ANA, CA
Position in KDP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,364
-$1,851 QoQ
Shares Held
225
-35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#728
of 845 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
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. KDP ranks #5 (0.7% 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.
This page
|
225 | $7,364 | |
| 6 | FIZZ |
National Beverage Corp
|
42 | $1,310 | |
| 7 | BNKK |
Bonk, Inc.
|
2 | $3 |
All Filings in KDP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,364 | 225 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,215 | 350 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,803 | 350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,913 | 75 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $1,026 | 30 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,685 | 177 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||