Cornerstone Planning Group
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Cornerstone Planning Group’s Molson Coors Class B TAP Stock Holding History

Cornerstone Planning Group’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 		– Sell
-29
Closed -$1.19K – 1517
2026
Q2 		$1.19K Buy
29
+17
+142% +$710 ﹤0.01% 1454
2026
Q1 		$467 Sell
12
-17
-59% -$807 ﹤0.01% 1670
2025
Q4 		$1.39K Sell
29
-58
-67% -$2.68K ﹤0.01% 1274
2025
Q3 		$3.78K Buy
87
+9
+12% +$444 ﹤0.01% 1024
2025
Q2 		$3.84K Buy
78
+33
+73% +$1.82K ﹤0.01% 785
2025
Q1 		$2.62K Buy
45
+1
+2% +$58 ﹤0.01% 913
2024
Q4 		$2.51K Hold
44
– – ﹤0.01% 729
2024
Q3 		$2.45K Sell
44
-665
-94% -$35.6K ﹤0.01% 720
2024
Q2 		$36.3K Buy
+709
New +$41K 0.01% 234

Other funds holding TAP

Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's TAP Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Molson Coors Class B (TAP) in Q3 2026, closing a stake of 29 shares — an estimated $1.19K sold.

Cornerstone Planning Group first reported a position in TAP in Q2 2024 and held it in 9 quarters. The position peaked at $36.3K in Q2 2024. 63 funds tracked by Wall St. Rank hold TAP as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Molson Coors Class B position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 Molson Coors Class B shares in Q3 2026, an estimated $1.19K.
  • Cornerstone Planning Group first reported a position in Molson Coors Class B in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Molson Coors Class B position peaked at $36.3K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.