Golden State Wealth Management, LLC

Position in PEP — Pepsico Inc

CIK 1776033 SANTA ANA, CA

Position in PEP

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

Position Value

$520,206

+$88,034 QoQ

Shares Held

3,842

+38.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,290

of 3,394 holders

Holding Since

Mar 2020

16 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. PEP ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	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	42	$1,310
7	BNKK	Bonk, Inc.	2	$3

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,206	3,842	+38.1%	Shares	Sole	2026-07-22
2026-03-31	$432,172	2,783	-6.7%	Shares	Sole	2026-04-28
2025-12-31	$428,263	2,984	-11.8%	Shares	Sole	2026-02-13
2025-09-30	$474,968	3,382	-3.6%	Shares	Sole	2025-11-03
2025-06-30	$463,064	3,507	+3.6%	Shares	Sole	2025-08-06
2025-03-31	$507,696	3,386	+0.2%	Shares	Sole	2025-04-24
2024-12-31	$513,810	3,379	+137.8%	Shares	Sole	2025-01-28
2022-03-31	$237,846	1,421	-35.6%	Shares	Sole	2022-05-19
2021-12-31	$383,030	2,205	+28.4%	Shares	Sole	2022-02-14
2021-09-30	$258,253	1,717	0.0%	Shares	Sole	2021-11-15
2021-06-30	$254,407	1,717	-8.4%	Shares	Sole	2021-08-12
2021-03-31	$265,218	1,875	-34.7%	Shares	Sole	2021-05-14
2020-12-31	$425,621	2,870	+40.1%	Shares	Sole	2021-01-28
2020-09-30	$283,852	2,048	-24.1%	Shares	Sole	2020-11-12
2020-06-30	$356,705	2,697	+37.5%	Shares	Sole	2020-08-13
2020-03-31	$235,636	1,962	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.