Avantax Advisory Services’s Molson Coors Class B TAP Stock Holding History

Avantax Advisory Services’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	-3,546	Closed	-$216K	–	2438
2025 Q1	$216K	Buy	+3,546	New	+$204K	﹤0.01%	2059
2024 Q2	–	Sell	-3,784	Closed	-$254K	–	2135
2024 Q1	$254K	Buy	+3,784	New	+$240K	﹤0.01%	1402
2023 Q4	–	Sell	-3,644	Closed	-$232K	–	1668
2023 Q3	$232K	Sell	3,644 -241	-6%	-$15.7K	﹤0.01%	1342
2023 Q2	$256K	Buy	+3,885	New	+$240K	﹤0.01%	1266
2022 Q4	–	Sell	-4,614	Closed	-$221K	–	1462
2022 Q3	$221K	Buy	4,614 +175	+4%	+$9.49K	﹤0.01%	1162
2022 Q2	$242K	Buy	+4,439	New	+$238K	﹤0.01%	1115

Other funds holding TAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Avantax Advisory Services's TAP Position: Q2 2025 in Review

Avantax Advisory Services sold out of Molson Coors Class B (TAP) in Q2 2025, closing a stake of 3,546 shares — an estimated $216K sold.

Avantax Advisory Services first reported a position in TAP in Q2 2022 and held it in 6 quarters. The position peaked at $256K in Q2 2023. 663 funds tracked by Wall St. Rank hold TAP as of Q2 2025.

Avantax Advisory Services reported no remaining Molson Coors Class B position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 3,546 Molson Coors Class B shares in Q2 2025, an estimated $216K.
Avantax Advisory Services first reported a position in Molson Coors Class B in Q2 2022 and held it in 6 quarters.
Avantax Advisory Services's Molson Coors Class B position peaked at $256K in Q2 2023.
663 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.