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Root Financial Partners’s Molson Coors Class B TAP Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-515
Closed -$22.2K – 2868
2026
Q1 		$22.2K Buy
515
+37
+8% +$1.76K ﹤0.01% 1262
2025
Q4 		$22.3K Sell
478
-66
-12% -$3.04K ﹤0.01% 1130
2025
Q3 		$24.6K Buy
+544
New +$26.9K ﹤0.01% 1008

Other funds holding TAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Root Financial Partners's TAP Position: Q2 2026 in Review

Root Financial Partners sold out of Molson Coors Class B (TAP) in Q2 2026, closing a stake of 515 shares — an estimated $22.2K sold.

Root Financial Partners first reported a position in TAP in Q3 2025 and held it in 3 quarters. The position peaked at $24.6K in Q3 2025. 193 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • Root Financial Partners reported no remaining Molson Coors Class B position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 515 Molson Coors Class B shares in Q2 2026, an estimated $22.2K.
  • Root Financial Partners first reported a position in Molson Coors Class B in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Molson Coors Class B position peaked at $24.6K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.