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Optimize Financial’s Molson Coors Class B TAP Stock Holding History

Optimize Financial’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
Q3 		– Sell
-7,836
Closed -$377K – 427
2025
Q2 		$377K Sell
7,836
-56
-0.7% -$3.08K 0.23% 129
2025
Q1 		$480K Sell
7,892
-594
-7% -$34.2K 0.18% 90
2024
Q4 		$486K Buy
+8,486
New +$495K 0.36% 79

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimize Financial's TAP Position: Q3 2025 in Review

Optimize Financial sold out of Molson Coors Class B (TAP) in Q3 2025, closing a stake of 7,836 shares — an estimated $377K sold.

Optimize Financial first reported a position in TAP in Q4 2024 and held it in 3 quarters. The position peaked at $486K in Q4 2024. 640 funds tracked by Wall St. Rank hold TAP as of Q3 2025.

  • Optimize Financial reported no remaining Molson Coors Class B position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 7,836 Molson Coors Class B shares in Q3 2025, an estimated $377K.
  • Optimize Financial first reported a position in Molson Coors Class B in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Molson Coors Class B position peaked at $486K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.