Forza Wealth Management
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Forza Wealth Management’s Molson Coors Class B TAP Stock Holding History

Forza Wealth 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
Q3 		$331K Sell
9,069
-1,000
-10% -$40.2K 0.1% 161
2026
Q2 		$392K Sell
10,069
-400
-4% -$16.7K 0.12% 147
2026
Q1 		$451K Sell
10,469
-700
-6% -$33.2K 0.16% 135
2025
Q4 		$521K Sell
11,169
-9,380
-46% -$433K 0.19% 118
2025
Q3 		$930K Sell
20,549
-2,011
-9% -$99.3K 0.36% 66
2025
Q2 		$1.08M Sell
22,560
-130
-0.6% -$7.16K 0.44% 52
2025
Q1 		$1.38M Buy
22,690
+45
+0.2% +$2.59K 0.62% 43
2024
Q4 		$1.3M Sell
22,645
-100
-0.4% -$5.83K 0.59% 43
2024
Q3 		$1.31M Hold
22,745
– – 0.6% 44
2024
Q2 		$1.16M Buy
22,745
+800
+4% +$46.3K 0.6% 46
2024
Q1 		$1.48M Sell
21,945
-400
-2% -$25.4K 0.77% 40
2023
Q4 		$1.37M Buy
22,345
+6,500
+41% +$391K 0.75% 40
2023
Q3 		$1.01M Sell
15,845
-150
-0.9% -$9.8K 0.52% 63
2023
Q2 		$1.05M Buy
15,995
+55
+0.3% +$3.4K 0.53% 63
2023
Q1 		$824K Buy
15,940
+200
+1% +$10.4K 0.42% 78
2022
Q4 		$811K Buy
+15,740
New +$808K 0.54% 55

Other funds holding TAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Forza Wealth Management's TAP Position: Q3 2026 in Review

Forza Wealth Management reduced its Molson Coors Class B (TAP) stake by 9.9% in Q3 2026, selling an estimated $40.2K and leaving 9,069 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #161.

Forza Wealth Management first reported a position in TAP in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.48M in Q1 2024. 117 funds tracked by Wall St. Rank hold TAP as of Q3 2026.

  • Forza Wealth Management held 9,069 shares of Molson Coors Class B worth $331K as of Q3 2026.
  • Forza Wealth Management sold 1,000 Molson Coors Class B shares in Q3 2026, an estimated $40.2K.
  • Molson Coors Class B made up 0.1% of Forza Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Forza Wealth Management first reported a position in Molson Coors Class B in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's Molson Coors Class B position peaked at $1.48M in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.