Golden State Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1776033 SANTA ANA, CA

Position in KO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$481,606

+$64,852 QoQ

Shares Held

5,926

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,521

of 3,621 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,057,915 across 7 Beverages - Non-Alcoholic names. KO ranks #2 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	3,842	$520,206
2	KO	Coca Cola Co This page	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	42	$1,310
7	BNKK	Bonk, Inc.	2	$3

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,606	5,926	+8.1%	Shares	Sole	2026-07-22
2026-03-31	$416,754	5,480	+7.6%	Shares	Sole	2026-04-28
2025-12-31	$356,051	5,093	+2.0%	Shares	Sole	2026-02-13
2025-09-30	$331,268	4,995	+22.8%	Shares	Sole	2025-11-03
2025-06-30	$287,881	4,069	-2.0%	Shares	Sole	2025-08-06
2025-03-31	$297,509	4,154	+21.0%	Shares	Sole	2025-04-24
2024-12-31	$213,800	3,434	+4.4%	Shares	Sole	2025-01-28
2022-03-31	$203,918	3,289	-65.9%	Shares	Sole	2022-05-19
2021-12-31	$570,725	9,639	+13.4%	Shares	Sole	2022-02-14
2020-12-31	$466,030	8,498	+42.3%	Shares	Sole	2021-01-28
2020-09-30	$294,837	5,972	-51.2%	Shares	Sole	2020-11-12
2020-06-30	$547,151	12,246	+91.9%	Shares	Sole	2020-08-13
2020-03-31	$282,315	6,380	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.