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Atria Wealth Solutions’s Molson Coors Class B TAP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,243
Closed -$380K – 1882
2025
Q1 		$380K Sell
6,243
-32
-0.5% -$1.84K ﹤0.01% 1342
2024
Q4 		$360K Buy
6,275
+8
+0.1% +$467 ﹤0.01% 1435
2024
Q3 		$361K Buy
6,267
+232
+4% +$12.4K ﹤0.01% 1399
2024
Q2 		$307K Buy
+6,035
New +$349K ﹤0.01% 1494

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Atria Wealth Solutions's TAP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Molson Coors Class B (TAP) in Q2 2025, closing a stake of 6,243 shares — an estimated $380K sold.

Atria Wealth Solutions first reported a position in TAP in Q2 2024 and held it in 4 quarters. The position peaked at $380K in Q1 2025. 663 funds tracked by Wall St. Rank hold TAP as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Molson Coors Class B position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,243 Molson Coors Class B shares in Q2 2025, an estimated $380K.
  • Atria Wealth Solutions first reported a position in Molson Coors Class B in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Molson Coors Class B position peaked at $380K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.