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Personal CFO Solutions’s Molson Coors Class B TAP Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-5,109
Closed -$311K – 508
2025
Q1 		$311K Buy
5,109
+532
+12% +$30.6K 0.06% 306
2024
Q4 		$262K Sell
4,577
-335
-7% -$19.5K 0.05% 369
2024
Q3 		$283K Buy
4,912
+965
+24% +$51.6K 0.04% 443
2024
Q2 		$201K Buy
+3,947
New +$228K 0.03% 510
2020
Q1 		– Sell
-6,035
Closed -$322K – 364
2019
Q4 		$322K Buy
+6,035
New +$325K 0.09% 192

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Personal CFO Solutions's TAP Position: Q2 2025 in Review

Personal CFO Solutions sold out of Molson Coors Class B (TAP) in Q2 2025, closing a stake of 5,109 shares — an estimated $311K sold.

Personal CFO Solutions first reported a position in TAP in Q4 2019 and held it in 5 quarters. The position peaked at $322K in Q4 2019. 662 funds tracked by Wall St. Rank hold TAP as of Q2 2025.

  • Personal CFO Solutions reported no remaining Molson Coors Class B position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 5,109 Molson Coors Class B shares in Q2 2025, an estimated $311K.
  • Personal CFO Solutions first reported a position in Molson Coors Class B in Q4 2019 and held it in 5 quarters.
  • Personal CFO Solutions's Molson Coors Class B position peaked at $322K in Q4 2019.
  • 662 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.