CX Institutional’s Molson Coors Class B TAP Stock Holding History

CX Institutional’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	$52K	Buy	1,325 +1,103	+497%	+$46.1K	﹤0.01%	977
2026 Q1	$10K	Sell	222 -3,226	-94%	-$153K	﹤0.01%	1306
2025 Q4	$161K	Buy	3,448 +2,680	+349%	+$124K	﹤0.01%	762
2025 Q3	$35K	Sell	768 -256	-25%	-$12.6K	﹤0.01%	1005
2025 Q2	$49K	Sell	1,024 -3,338	-77%	-$184K	﹤0.01%	857
2025 Q1	$266K	Buy	+4,362	New	+$251K	0.01%	512
2022 Q3	–	Sell	-597	Closed	-$33K	–	1058
2022 Q2	$33K	Buy	+597	New	+$32.1K	﹤0.01%	755
2021 Q4	–	Sell	-402	Closed	-$19K	–	830
2021 Q3	$19K	Buy	402 +10	+3%	+$489	﹤0.01%	749
2021 Q2	$21K	Buy	392 +60	+18%	+$3.35K	﹤0.01%	729
2021 Q1	$17K	Buy	332 +65	+24%	+$3.16K	﹤0.01%	700
2020 Q4	$12K	Buy	267 +218	+445%	+$8.99K	﹤0.01%	705
2020 Q3	$2K	Sell	49 -1	-2%	-$36	﹤0.01%	821
2020 Q2	$2K	Sell	50 -83	-62%	-$3.31K	﹤0.01%	767
2020 Q1	$5K	Buy	133 +9	+7%	+$456	﹤0.01%	553
2019 Q4	$7K	Buy	124 +18	+17%	+$968	﹤0.01%	499
2019 Q3	$6K	Buy	106 +34	+47%	+$1.84K	﹤0.01%	553
2019 Q2	$4K	Sell	72 -37	-34%	-$2.16K	﹤0.01%	668
2019 Q1	$7K	Buy	109 +51	+88%	+$3.15K	﹤0.01%	501
2018 Q4	$3K	Hold	58	–	–	﹤0.01%	437
2018 Q3	$4K	Hold	58	–	–	﹤0.01%	305
2018 Q2	$4K	Buy	+58	New	+$3.86K	﹤0.01%	287

Other funds holding TAP

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CX Institutional's TAP Position: Q2 2026 in Review

CX Institutional increased its Molson Coors Class B (TAP) stake by 497% in Q2 2026, buying an estimated $46.1K and bringing the position to 1,325 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

CX Institutional first reported a position in TAP in Q2 2018 and has held it in 21 quarters since. The position peaked at $266K in Q1 2025. 89 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

CX Institutional held 1,325 shares of Molson Coors Class B worth $52K as of Q2 2026.
CX Institutional bought 1,103 Molson Coors Class B shares in Q2 2026, an estimated $46.1K.
Molson Coors Class B made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #977 holding.
CX Institutional first reported a position in Molson Coors Class B in Q2 2018 and has held it in 21 quarters since.
CX Institutional's Molson Coors Class B position peaked at $266K in Q1 2025.
89 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.