Atria Investments’s Molson Coors Class B TAP Stock Holding History

Atria Investments’s Portfolio TAP Stock Details TAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$982K	Buy	26,922 +6,932	+35%	+$279K	0.01%	1141
2026 Q2	$779K	Buy	19,990 +6,096	+44%	+$255K	0.01%	1253
2026 Q1	$598K	Buy	+13,894	New	+$660K	0.01%	1346
2025 Q2	–	Sell	-3,968	Closed	-$242K	–	2074
2025 Q1	$242K	Buy	+3,968	New	+$229K	﹤0.01%	1737
2020 Q2	–	Sell	-7,141	Closed	-$279K	–	748
2020 Q1	$279K	Sell	7,141 -12,907	-64%	-$654K	0.02%	450
2019 Q4	$1.08M	Buy	+20,048	New	+$1.08M	0.03%	498
2017 Q4	–	Sell	-2,992	Closed	-$244K	–	880
2017 Q3	$244K	Buy	2,992 +149	+5%	+$13.1K	0.01%	678
2017 Q2	$245K	Buy	2,843 +74	+3%	+$6.86K	0.02%	635
2017 Q1	$265K	Sell	2,769 -187	-6%	-$18.3K	0.02%	562
2016 Q4	$288K	Buy	+2,956	New	+$302K	0.02%	480

Other funds holding TAP

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Atria Investments's TAP Position: Q3 2026 in Review

Atria Investments increased its Molson Coors Class B (TAP) stake by 35% in Q3 2026, buying an estimated $279K and bringing the position to 26,922 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #1141.

Atria Investments first reported a position in TAP in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2019. 52 funds tracked by Wall St. Rank hold TAP as of Q3 2026.

Atria Investments held 26,922 shares of Molson Coors Class B worth $982K as of Q3 2026.
Atria Investments bought 6,932 Molson Coors Class B shares in Q3 2026, an estimated $279K.
Molson Coors Class B made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1141 holding.
Atria Investments first reported a position in Molson Coors Class B in Q4 2016 and has held it in 10 quarters since.
Atria Investments's Molson Coors Class B position peaked at $1.08M in Q4 2019.
52 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.