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Summit Financial Wealth Advisors’s Molson Coors Class B TAP Stock Holding History

Summit Financial Wealth 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
2025
Q2 		– Sell
-3,566
Closed -$217K – 172
2025
Q1 		$217K Buy
+3,566
New +$205K 0.04% 138

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Summit Financial Wealth Advisors's TAP Position: Q2 2025 in Review

Summit Financial Wealth Advisors sold out of Molson Coors Class B (TAP) in Q2 2025, closing a stake of 3,566 shares — an estimated $217K sold.

Summit Financial Wealth Advisors first reported a position in TAP in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 662 funds tracked by Wall St. Rank hold TAP as of Q2 2025.

  • Summit Financial Wealth Advisors reported no remaining Molson Coors Class B position as of Q2 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,566 Molson Coors Class B shares in Q2 2025, an estimated $217K.
  • Summit Financial Wealth Advisors first reported a position in Molson Coors Class B in Q1 2025 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Molson Coors Class B position peaked at $217K in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2025, filed 29 Sep 2025.