EWA
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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return