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GoalVest Advisory’s Molson Coors Class B TAP Stock Holding History

GoalVest Advisory’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
-534
Closed -$23K – 556
2026
Q1 		$23K Hold
534
– – ﹤0.01% 315
2025
Q4 		$24.9K Buy
+534
New +$24.6K ﹤0.01% 319
2025
Q2 		– Sell
-3
Closed -$183 – 510
2025
Q1 		$183 Buy
+3
New +$173 ﹤0.01% 461
2022
Q2 		– Sell
-8
Closed – – 519
2022
Q1 		$0 Buy
+8
New +$403 ﹤0.01% 495

Other funds holding TAP

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 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
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

GoalVest Advisory's TAP Position: Q2 2026 in Review

GoalVest Advisory sold out of Molson Coors Class B (TAP) in Q2 2026, closing a stake of 534 shares — an estimated $23K sold.

GoalVest Advisory first reported a position in TAP in Q1 2022 and held it in 4 quarters. The position peaked at $24.9K in Q4 2025. 73 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • GoalVest Advisory reported no remaining Molson Coors Class B position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 534 Molson Coors Class B shares in Q2 2026, an estimated $23K.
  • GoalVest Advisory first reported a position in Molson Coors Class B in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Molson Coors Class B position peaked at $24.9K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.