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Waverly Advisors’s Molson Coors Class B TAP Stock Holding History

Waverly 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
Q2 		$1.25M Buy
32,107
+678
+2% +$28.3K 0.01% 816
2026
Q1 		$1.35M Sell
31,429
-1,160
-4% -$55.1K 0.01% 738
2025
Q4 		$1.52M Buy
32,589
+661
+2% +$30.5K 0.01% 642
2025
Q3 		$1.44M Sell
31,928
-154
-0.5% -$7.6K 0.01% 560
2025
Q2 		$1.54M Buy
32,082
+10,166
+46% +$560K 0.02% 536
2025
Q1 		$1.33M Buy
21,916
+4,509
+26% +$260K 0.02% 552
2024
Q4 		$998K Buy
+17,407
New +$1.02M 0.02% 509
2018
Q1 		– Sell
-61
Closed -$5K – 343
2017
Q4 		$5K Buy
+61
New +$4.93K ﹤0.01% 367
2014
Q4 		– Sell
-124
Closed -$9K – 643
2014
Q3 		$9K Sell
124
-785
-86% -$57.3K ﹤0.01% 509
2014
Q2 		$67K Hold
909
– – 0.03% 198
2014
Q1 		$54K Sell
909
-55
-6% -$3.07K 0.02% 214
2013
Q4 		$54K Buy
964
+124
+15% +$6.63K 0.02% 319
2013
Q3 		$42K Buy
+840
New +$42.3K 0.02% 276

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

Waverly Advisors's TAP Position: Q2 2026 in Review

Waverly Advisors increased its Molson Coors Class B (TAP) stake by 2.2% in Q2 2026, buying an estimated $28.3K and bringing the position to 32,107 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #816.

Waverly Advisors first reported a position in TAP in Q3 2013 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2025. 617 funds tracked by Wall St. Rank hold TAP as of Q2 2026.

  • Waverly Advisors held 32,107 shares of Molson Coors Class B worth $1.25M as of Q2 2026.
  • Waverly Advisors bought 678 Molson Coors Class B shares in Q2 2026, an estimated $28.3K.
  • Molson Coors Class B made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #816 holding.
  • Waverly Advisors first reported a position in Molson Coors Class B in Q3 2013 and has held it in 13 quarters since.
  • Waverly Advisors's Molson Coors Class B position peaked at $1.54M in Q2 2025.
  • 617 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.