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True Wealth Design’s Molson Coors Class B TAP Stock Holding History

True Wealth Design’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 		$11.7K Sell
322
-2,573
-89% -$103K ﹤0.01% 1007
2026
Q2 		$113K Buy
2,895
+2,179
+304% +$91K 0.03% 225
2026
Q1 		$30.8K Buy
716
+305
+74% +$14.5K 0.01% 549
2025
Q4 		$19.2K Buy
411
+353
+609% +$16.3K 0.01% 625
2025
Q3 		$2.62K Buy
58
+54
+1,350% +$2.67K ﹤0.01% 1369
2025
Q2 		$193 Sell
4
-415
-99% -$22.9K ﹤0.01% 2081
2025
Q1 		$25.5K Sell
419
-778
-65% -$44.8K 0.01% 302
2024
Q4 		$68.6K Buy
1,197
+163
+16% +$9.5K 0.03% 115
2024
Q3 		$59.5K Buy
+1,034
New +$55.3K 0.02% 115
2024
Q1 		– Sell
-8
Closed -$490 – 810
2023
Q4 		$490 Hold
8
– – ﹤0.01% 477
2023
Q3 		$509 Hold
8
– – ﹤0.01% 428
2023
Q2 		$527 Sell
8
-38
-83% -$2.35K ﹤0.01% 424
2023
Q1 		$2.38K Buy
46
+38
+475% +$1.97K ﹤0.01% 325
2022
Q4 		$412 Buy
+8
New +$411 ﹤0.01% 507

Other funds holding TAP

Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's TAP Position: Q3 2026 in Review

True Wealth Design reduced its Molson Coors Class B (TAP) stake by 89% in Q3 2026, selling an estimated $103K and leaving 322 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

True Wealth Design first reported a position in TAP in Q4 2022 and has held it in 14 quarters since. The position peaked at $113K in Q2 2026. 68 funds tracked by Wall St. Rank hold TAP as of Q3 2026.

  • True Wealth Design held 322 shares of Molson Coors Class B worth $11.7K as of Q3 2026.
  • True Wealth Design sold 2,573 Molson Coors Class B shares in Q3 2026, an estimated $103K.
  • Molson Coors Class B made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1007 holding.
  • True Wealth Design first reported a position in Molson Coors Class B in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Molson Coors Class B position peaked at $113K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.