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Concurrent Investment Advisors’s Molson Coors Class B TAP Stock Holding History

Concurrent Investment Advisors’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
-5,338
Closed -$325K – 1469
2025
Q1 		$325K Sell
5,338
-1,305
-20% -$75.2K 0.01% 888
2024
Q4 		$381K Buy
6,643
+180
+3% +$10.5K 0.01% 754
2024
Q3 		$372K Buy
6,463
+921
+17% +$49.3K 0.01% 706
2024
Q2 		$282K Buy
5,542
+2,221
+67% +$128K 0.01% 762
2024
Q1 		$223K Sell
3,321
-966
-23% -$61.3K 0.01% 765
2023
Q4 		$262K Buy
+4,287
New +$258K 0.01% 693

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
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

Concurrent Investment Advisors's TAP Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of Molson Coors Class B (TAP) in Q2 2025, closing a stake of 5,338 shares — an estimated $325K sold.

Concurrent Investment Advisors first reported a position in TAP in Q4 2023 and held it in 6 quarters. The position peaked at $381K in Q4 2024. 662 funds tracked by Wall St. Rank hold TAP as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining Molson Coors Class B position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,338 Molson Coors Class B shares in Q2 2025, an estimated $325K.
  • Concurrent Investment Advisors first reported a position in Molson Coors Class B in Q4 2023 and held it in 6 quarters.
  • Concurrent Investment Advisors's Molson Coors Class B position peaked at $381K in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.