Root Financial Partners
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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
Q3 		$85.7K Buy
+2,350
New +$94.5K ﹤0.01% 814
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return

Root Financial Partners's TAP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Molson Coors Class B (TAP) in Q3 2026: 2,350 shares worth $85.7K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TAP as recently as Q1 2026.

Root Financial Partners first reported a position in TAP in Q3 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold TAP as of Q3 2026.

  • Root Financial Partners held 2,350 shares of Molson Coors Class B worth $85.7K as of Q3 2026.
  • Molson Coors Class B was a new Root Financial Partners position in Q3 2026.
  • Molson Coors Class B made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #814 holding.
  • Root Financial Partners first reported a position in Molson Coors Class B in Q3 2025 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.