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United Capital Financial Advisors’s Molson Coors Class B TAP Stock Holding History

United Capital Financial 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 		$237K Sell
5,500
-2,057
-27% -$97.7K ﹤0.01% 1477
2025
Q4 		$353K Buy
+7,557
New +$349K ﹤0.01% 1106
2025
Q2 		– Sell
-4,729
Closed -$288K – 1129
2025
Q1 		$288K Sell
4,729
-578
-11% -$33.3K ﹤0.01% 902
2024
Q4 		$304K Buy
5,307
+1,102
+26% +$64.3K ﹤0.01% 877
2024
Q3 		$242K Buy
+4,205
New +$225K ﹤0.01% 944
2024
Q2 		– Sell
-3,730
Closed -$251K – 1111
2024
Q1 		$251K Sell
3,730
-193,899
-98% -$12.3M ﹤0.01% 937
2023
Q4 		$12.1M Buy
197,629
+3,352
+2% +$202K 0.1% 168
2023
Q3 		$12.4M Buy
194,277
+34
+0% +$2.21K 0.08% 202
2023
Q2 		$12.8M Sell
194,243
-21,334
-10% -$1.32M 0.07% 211
2023
Q1 		$11.1M Buy
215,577
+21,507
+11% +$1.11M 0.06% 223
2022
Q4 		$10M Sell
194,070
-164
-0.1% -$8.41K 0.06% 246
2022
Q3 		$9.32M Sell
194,234
-463
-0.2% -$25.1K 0.06% 249
2022
Q2 		$10.6M Sell
194,697
-2,967
-2% -$159K 0.06% 252
2022
Q1 		$10.6M Sell
197,664
-95,569
-33% -$4.82M 0.05% 270
2021
Q4 		$13.6M Sell
293,233
-71
-0% -$3.26K 0.06% 249
2021
Q3 		$13.6M Sell
293,304
-20,946
-7% -$1.02M 0.07% 240
2021
Q2 		$16.9M Sell
314,250
-956
-0.3% -$53.4K 0.09% 209
2021
Q1 		$16.1M Buy
315,206
+20,577
+7% +$1,000K 0.09% 210
2020
Q4 		$13.3M Sell
294,629
-11,841
-4% -$488K 0.08% 226
2020
Q3 		$10.3M Sell
306,470
-19,185
-6% -$692K 0.07% 249
2020
Q2 		$11.2M Sell
325,655
-18,561
-5% -$741K 0.08% 234
2020
Q1 		$13.4M Buy
344,216
+10,056
+3% +$510K 0.11% 196
2019
Q4 		$18M Buy
334,160
+199
+0.1% +$10.7K 0.12% 217
2019
Q3 		$19.2M Sell
333,961
-3,843
-1% -$208K 0.13% 185
2019
Q2 		$18.9M Buy
337,804
+1,232
+0.4% +$71.9K 0.12% 179
2019
Q1 		$20.1M Sell
336,572
-24
-0% -$1.48K 0.14% 154
2018
Q4 		$18.9M Sell
336,596
-493
-0.1% -$30.3K 0.15% 143
2018
Q3 		$20.7M Sell
337,089
-4,295
-1% -$284K 0.15% 155
2018
Q2 		$23.2M Sell
341,384
-23,289
-6% -$1.55M 0.17% 132
2018
Q1 		$27.5M Buy
364,673
+2,038
+0.6% +$163K 0.21% 113
2017
Q4 		$29.7M Sell
362,635
-18,547
-5% -$1.5M 0.23% 99
2017
Q3 		$31.1M Sell
381,182
-61
-0% -$5.37K 0.26% 83
2017
Q2 		$32.9M Sell
381,243
-1,537
-0.4% -$142K 0.29% 74
2017
Q1 		$36.6M Sell
382,780
-338
-0.1% -$33K 0.34% 65
2016
Q4 		$37.3M Sell
383,118
-60
-0% -$6.12K 0.36% 55
2016
Q3 		$42.1M Sell
383,178
-1,993
-0.5% -$203K 0.41% 47
2016
Q2 		$38.9M Sell
385,171
-2,870
-0.7% -$282K 0.4% 43
2016
Q1 		$37.3M Sell
388,041
-3,202
-0.8% -$286K 0.41% 41
2015
Q4 		$36.7M Sell
391,243
-25,056
-6% -$2.26M 0.42% 44
2015
Q3 		$34.6M Sell
416,299
-10,198
-2% -$738K 0.42% 43
2015
Q2 		$29.8M Buy
426,497
+3,121
+0.7% +$232K 0.34% 61
2015
Q1 		$31.1M Buy
+423,376
New +$31.9M 0.38% 61

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

United Capital Financial Advisors's TAP Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Molson Coors Class B (TAP) stake by 27% in Q1 2026, selling an estimated $97.7K and leaving 5,500 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

United Capital Financial Advisors first reported a position in TAP in Q1 2015 and has held it in 42 quarters since. The position peaked at $42.1M in Q3 2016. 625 funds tracked by Wall St. Rank hold TAP as of Q1 2026.

  • United Capital Financial Advisors held 5,500 shares of Molson Coors Class B worth $237K as of Q1 2026.
  • United Capital Financial Advisors sold 2,057 Molson Coors Class B shares in Q1 2026, an estimated $97.7K.
  • Molson Coors Class B made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1477 holding.
  • United Capital Financial Advisors first reported a position in Molson Coors Class B in Q1 2015 and has held it in 42 quarters since.
  • United Capital Financial Advisors's Molson Coors Class B position peaked at $42.1M in Q3 2016.
  • 625 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.