EWA
TAP icon

EP Wealth Advisors’s Molson Coors Class B TAP Stock Holding History

EP Wealth 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
2026
Q2 		– Sell
-5,914
Closed -$255K – 1872
2026
Q1 		$255K Sell
5,914
-994
-14% -$47.2K ﹤0.01% 1262
2025
Q4 		$322K Buy
+6,908
New +$319K ﹤0.01% 1095
2025
Q2 		$208K Buy
4,318
+1,029
+31% +$56.7K ﹤0.01% 1235
2025
Q1 		$200K Buy
+3,289
New +$189K ﹤0.01% 1133
2023
Q1 		– Sell
-6,351
Closed -$327K – 705
2022
Q4 		$327K Sell
6,351
-12,072
-66% -$619K 0.01% 455
2022
Q3 		$884K Buy
+18,423
New +$999K 0.02% 247

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

EP Wealth Advisors's TAP Position: Q2 2026 in Review

EP Wealth Advisors sold out of Molson Coors Class B (TAP) in Q2 2026, closing a stake of 5,914 shares — an estimated $255K sold.

EP Wealth Advisors first reported a position in TAP in Q3 2022 and held it in 6 quarters. The position peaked at $884K in Q3 2022. 617 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • EP Wealth Advisors reported no remaining Molson Coors Class B position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,914 Molson Coors Class B shares in Q2 2026, an estimated $255K.
  • EP Wealth Advisors first reported a position in Molson Coors Class B in Q3 2022 and held it in 6 quarters.
  • EP Wealth Advisors's Molson Coors Class B position peaked at $884K in Q3 2022.
  • 617 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.