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Forum Financial Management’s Molson Coors Class B TAP Stock Holding History

Forum Financial Management’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 		– Sell
-5,689
Closed -$266K – 909
2025
Q4 		$266K Sell
5,689
-1,129
-17% -$52.1K ﹤0.01% 815
2025
Q3 		$309K Buy
6,818
+366
+6% +$18.1K ﹤0.01% 721
2025
Q2 		$310K Buy
6,452
+941
+17% +$51.8K ﹤0.01% 652
2025
Q1 		$335K Buy
5,511
+301
+6% +$17.3K 0.01% 541
2024
Q4 		$299K Buy
5,210
+220
+4% +$12.8K ﹤0.01% 618
2024
Q3 		$287K Sell
4,990
-5
-0.1% -$267 ﹤0.01% 538
2024
Q2 		$254K Buy
4,995
+12
+0.2% +$694 ﹤0.01% 549
2024
Q1 		$335K Hold
4,983
– – 0.01% 454
2023
Q4 		$305K Hold
4,983
– – 0.01% 444
2023
Q3 		$317K Hold
4,983
– – 0.01% 406
2023
Q2 		$328K Hold
4,983
– – 0.01% 402
2023
Q1 		$258K Hold
4,983
– – 0.01% 455
2022
Q4 		$257K Hold
4,983
– – 0.01% 442
2022
Q3 		$239K Sell
4,983
-428
-8% -$23.2K 0.01% 430
2022
Q2 		$295K Buy
5,411
+429
+9% +$23K 0.01% 365
2022
Q1 		$265K Buy
4,982
+423
+9% +$21.3K 0.01% 455
2021
Q4 		$211K Buy
+4,559
New +$209K 0.01% 594

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's TAP Position: Q1 2026 in Review

Forum Financial Management sold out of Molson Coors Class B (TAP) in Q1 2026, closing a stake of 5,689 shares — an estimated $266K sold.

Forum Financial Management first reported a position in TAP in Q4 2021 and held it in 17 quarters. The position peaked at $335K in Q1 2025. 628 funds tracked by Wall St. Rank hold TAP as of Q1 2026.

  • Forum Financial Management reported no remaining Molson Coors Class B position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,689 Molson Coors Class B shares in Q1 2026, an estimated $266K.
  • Forum Financial Management first reported a position in Molson Coors Class B in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Molson Coors Class B position peaked at $335K in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.