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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
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% -$9.76K 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 $81.4B AUM 40.71% 1-Year Est. Return
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
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 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
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

Forza Wealth Management's TAP Position: Q2 2026 in Review

Forza Wealth Management reduced its Molson Coors Class B (TAP) stake by 3.8% in Q2 2026, selling an estimated $16.7K and leaving 10,069 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #147.

Forza Wealth Management first reported a position in TAP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2024. 100 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • Forza Wealth Management held 10,069 shares of Molson Coors Class B worth $392K as of Q2 2026.
  • Forza Wealth Management sold 400 Molson Coors Class B shares in Q2 2026, an estimated $16.7K.
  • Molson Coors Class B made up 0.12% of Forza Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Forza Wealth Management first reported a position in Molson Coors Class B in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's Molson Coors Class B position peaked at $1.48M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.