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Cassaday & Co Wealth Management’s Molson Coors Class B TAP Stock Holding History

Cassaday & Co Wealth Management’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
Q2 		$11.2K Sell
287
-161
-36% -$6.72K ﹤0.01% 855
2026
Q1 		$19.3K Buy
+448
New +$21.3K ﹤0.01% 790

Other funds holding TAP

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's TAP Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Molson Coors Class B (TAP) stake by 36% in Q2 2026, selling an estimated $6.72K and leaving 287 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Cassaday & Co Wealth Management first reported a position in TAP in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.3K in Q1 2026. 617 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • Cassaday & Co Wealth Management held 287 shares of Molson Coors Class B worth $11.2K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 161 Molson Coors Class B shares in Q2 2026, an estimated $6.72K.
  • Molson Coors Class B made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #855 holding.
  • Cassaday & Co Wealth Management first reported a position in Molson Coors Class B in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Molson Coors Class B position peaked at $19.3K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.