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Smallwood Wealth Investment Management’s Molson Coors Class B TAP Stock Holding History

Smallwood Wealth Investment Management’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 		$779 Hold
20
– – ﹤0.01% 445
2026
Q1 		$861 Hold
20
– – ﹤0.01% 442
2025
Q4 		$933 Hold
20
– – ﹤0.01% 435
2025
Q3 		$905 Hold
20
– – ﹤0.01% 441
2025
Q2 		$961 Hold
20
– – ﹤0.01% 460
2025
Q1 		$1.22K Buy
+20
New +$1.15K ﹤0.01% 408

Other funds holding TAP

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Smallwood Wealth Investment Management's TAP Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Molson Coors Class B (TAP) position steady in Q2 2026 at 20 shares worth $779. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Smallwood Wealth Investment Management first reported a position in TAP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22K in Q1 2025. 617 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • Smallwood Wealth Investment Management held 20 shares of Molson Coors Class B worth $779 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Molson Coors Class B share count unchanged in Q2 2026.
  • Molson Coors Class B made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #445 holding.
  • Smallwood Wealth Investment Management first reported a position in Molson Coors Class B in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Molson Coors Class B position peaked at $1.22K in Q1 2025.
  • 617 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.