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Sowell Financial Services’s Molson Coors Class B TAP Stock Holding History

Sowell Financial Services’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 		$1.17M Buy
29,944
+2,414
+9% +$101K 0.04% 423
2026
Q1 		$1.19M Buy
27,530
+8,974
+48% +$426K 0.04% 401
2025
Q4 		$866K Buy
18,556
+1,165
+7% +$53.7K 0.03% 466
2025
Q3 		$787K Buy
17,391
+843
+5% +$41.6K 0.03% 496
2025
Q2 		$796K Buy
16,548
+385
+2% +$21.2K 0.03% 476
2025
Q1 		$984K Buy
16,163
+1,786
+12% +$103K 0.04% 388
2024
Q4 		$824K Buy
14,377
+1,419
+11% +$82.8K 0.04% 338
2024
Q3 		$745K Buy
12,958
+24
+0.2% +$1.28K 0.03% 397
2024
Q2 		$657K Buy
12,934
+562
+5% +$32.5K 0.03% 399
2024
Q1 		$832K Buy
12,372
+914
+8% +$58K 0.04% 376
2023
Q4 		$701K Buy
+11,458
New +$689K 0.04% 385
2021
Q2 		– Sell
-9,815
Closed -$583K – 2466
2021
Q1 		$583K Buy
9,815
+1,707
+21% +$82.9K 0.02% 589
2020
Q4 		$366K Buy
8,108
+1,285
+19% +$53K 0.02% 618
2020
Q3 		$229K Buy
6,823
+1,190
+21% +$42.9K 0.01% 685
2020
Q2 		$194K Sell
5,633
-2,525
-31% -$101K 0.01% 736
2020
Q1 		$318K Buy
8,158
+5,487
+205% +$278K 0.02% 524
2019
Q4 		$144K Sell
2,671
-2,933
-52% -$158K 0.01% 804
2019
Q3 		$322K Buy
+5,604
New +$304K 0.03% 518

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

Sowell Financial Services's TAP Position: Q2 2026 in Review

Sowell Financial Services increased its Molson Coors Class B (TAP) stake by 8.8% in Q2 2026, buying an estimated $101K and bringing the position to 29,944 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #423.

Sowell Financial Services first reported a position in TAP in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.19M in Q1 2026. 617 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • Sowell Financial Services held 29,944 shares of Molson Coors Class B worth $1.17M as of Q2 2026.
  • Sowell Financial Services bought 2,414 Molson Coors Class B shares in Q2 2026, an estimated $101K.
  • Molson Coors Class B made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #423 holding.
  • Sowell Financial Services first reported a position in Molson Coors Class B in Q3 2019 and has held it in 18 quarters since.
  • Sowell Financial Services's Molson Coors Class B position peaked at $1.19M in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.