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Mowery & Schoenfeld Wealth Management’s Molson Coors Class B TAP Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-30
Closed -$1.72K – 554
2024
Q4 		$1.72K Buy
+30
New +$1.75K ﹤0.01% 412

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TAP Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Molson Coors Class B (TAP) in Q1 2025, closing a stake of 30 shares — an estimated $1.72K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TAP in Q4 2024 and held it in 1 quarter. The position peaked at $1.72K in Q4 2024. 738 funds tracked by Wall St. Rank hold TAP as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Molson Coors Class B position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 30 Molson Coors Class B shares in Q1 2025, an estimated $1.72K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Molson Coors Class B in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Molson Coors Class B position peaked at $1.72K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.