Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Molson Coors Class B TAP Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-59,086
Closed -$2.67M – 1227
2025
Q3 		$2.67M Buy
59,086
+127
+0.2% +$6.27K 0.01% 581
2025
Q2 		$2.84M Sell
58,959
-3,069
-5% -$169K 0.01% 552
2025
Q1 		$3.78M Buy
62,028
+845
+1% +$48.7K 0.02% 452
2024
Q4 		$3.51M Buy
61,183
+1,332
+2% +$77.7K 0.02% 472
2024
Q3 		$3.24M Buy
+59,851
New +$3.2M 0.02% 414
2022
Q4 		– Sell
-4,550
Closed -$218K – 399
2022
Q3 		$218K Sell
4,550
-7,275
-62% -$395K 0.01% 374
2022
Q2 		$645K Hold
11,825
– – 0.01% 323
2022
Q1 		$631K Sell
11,825
-18,128
-61% -$914K 0.01% 327
2021
Q4 		$1.35M Buy
29,953
+8,805
+42% +$404K 0.03% 244
2021
Q3 		$981K Sell
21,148
-163
-0.8% -$7.97K 0.02% 301
2021
Q2 		$1.14M Sell
21,311
-2,067
-9% -$115K 0.02% 287
2021
Q1 		$1.2M Sell
23,378
-6,575
-22% -$319K 0.03% 269
2020
Q4 		$1.35M Buy
29,953
+1,850
+7% +$76.3K 0.03% 238
2020
Q3 		$943K Hold
28,103
– – 0.03% 262
2020
Q2 		$966K Buy
28,103
+5,145
+22% +$205K 0.03% 250
2020
Q1 		$896K Hold
22,958
– – 0.03% 252
2019
Q4 		$1.24M Sell
22,958
-577
-2% -$31K 0.04% 241
2019
Q3 		$1.35M Buy
23,535
+1,385
+6% +$75.1K 0.04% 230
2019
Q2 		$1.24M Buy
22,150
+1,850
+9% +$108K 0.04% 247
2019
Q1 		$1.21M Hold
20,300
– – 0.04% 255
2018
Q4 		$1.14M Buy
20,300
+2,650
+15% +$163K 0.05% 183
2018
Q3 		$1.08M Hold
17,650
– – 0.05% 90
2018
Q2 		$1.2M Buy
+17,650
New +$1.18M 0.06% 82

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group Partners's TAP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Molson Coors Class B (TAP) in Q4 2025, closing a stake of 59,086 shares — an estimated $2.67M sold.

Kovitz Investment Group Partners first reported a position in TAP in Q2 2018 and held it in 23 quarters. The position peaked at $3.78M in Q1 2025. 659 funds tracked by Wall St. Rank hold TAP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Molson Coors Class B position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 59,086 Molson Coors Class B shares in Q4 2025, an estimated $2.67M.
  • Kovitz Investment Group Partners first reported a position in Molson Coors Class B in Q2 2018 and held it in 23 quarters.
  • Kovitz Investment Group Partners's Molson Coors Class B position peaked at $3.78M in Q1 2025.
  • 659 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.