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Schwarz Dygos Wheeler Investment Advisors’s Molson Coors Class B TAP Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
Q1 		– Sell
-6,309
Closed -$295K – 177
2025
Q4 		$295K Hold
6,309
– – 0.06% 135
2025
Q3 		$285K Sell
6,309
-117
-2% -$5.78K 0.06% 136
2025
Q2 		$309K Hold
6,426
– – 0.07% 131
2025
Q1 		$391K Hold
6,426
– – 0.09% 115
2024
Q4 		$368K Hold
6,426
– – 0.09% 115
2024
Q3 		$370K Hold
6,426
– – 0.09% 110
2024
Q2 		$327K Hold
6,426
– – 0.09% 114
2024
Q1 		$432K Sell
6,426
-140
-2% -$8.88K 0.12% 102
2023
Q4 		$402K Hold
6,566
– – 0.12% 104
2023
Q3 		$418K Hold
6,566
– – 0.14% 98
2023
Q2 		$432K Sell
6,566
-2,000
-23% -$124K 0.14% 93
2023
Q1 		$443K Buy
8,566
+10
+0.1% +$518 0.16% 87
2022
Q4 		$441K Hold
8,556
– – 0.17% 82
2022
Q3 		$411K Sell
8,556
-100
-1% -$5.42K 0.18% 76
2022
Q2 		$472K Sell
8,656
-2,000
-19% -$107K 0.19% 76
2022
Q1 		$569K Sell
10,656
-168
-2% -$8.47K 0.19% 77
2021
Q4 		$502K Sell
10,824
-535
-5% -$24.5K 0.17% 84
2021
Q3 		$527K Hold
11,359
– – 0.19% 78
2021
Q2 		$610K Hold
11,359
– – 0.22% 71
2021
Q1 		$581K Hold
11,359
– – 0.24% 67
2020
Q4 		$513K Buy
11,359
+537
+5% +$22.1K 0.25% 60
2020
Q3 		$363K Buy
10,822
+1,235
+13% +$44.6K 0.21% 74
2020
Q2 		$329K Buy
9,587
+3,447
+56% +$138K 0.21% 64
2020
Q1 		$240K Buy
6,140
+600
+11% +$30.4K 0.2% 67
2019
Q4 		$299K Hold
5,540
– – 0.2% 66
2019
Q3 		$319K Buy
+5,540
New +$300K 0.25% 62

Other funds holding TAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's TAP Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Molson Coors Class B (TAP) in Q1 2026, closing a stake of 6,309 shares — an estimated $295K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TAP in Q3 2019 and held it in 26 quarters. The position peaked at $610K in Q2 2021. 626 funds tracked by Wall St. Rank hold TAP as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Molson Coors Class B position as of Q1 2026 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 6,309 Molson Coors Class B shares in Q1 2026, an estimated $295K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Molson Coors Class B in Q3 2019 and held it in 26 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Molson Coors Class B position peaked at $610K in Q2 2021.
  • 626 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.