James T. Borello RIA’s Molson Coors Class B TAP Stock Holding History

James T. Borello RIA’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	$219	Buy	+6	New	+$241	﹤0.01%	1116
2026 Q2	–	Sell	-55	Closed	-$2.37K	–	1286
2026 Q1	$2.37K	Sell	55 -57	-51%	-$2.71K	﹤0.01%	902
2025 Q4	$5.23K	Sell	112 -10	-8%	-$461	﹤0.01%	559
2025 Q3	$5.52K	Buy	+122	New	+$6.02K	﹤0.01%	431

Other funds holding TAP

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

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 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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's TAP Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Molson Coors Class B (TAP) in Q3 2026: 6 shares worth $219. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: James T. Borello RIA previously reported a position in TAP as recently as Q1 2026.

James T. Borello RIA first reported a position in TAP in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.52K in Q3 2025. 63 funds tracked by Wall St. Rank hold TAP as of Q3 2026.

James T. Borello RIA held 6 shares of Molson Coors Class B worth $219 as of Q3 2026.
Molson Coors Class B was a new James T. Borello RIA position in Q3 2026.
Molson Coors Class B made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1116 holding.
James T. Borello RIA first reported a position in Molson Coors Class B in Q3 2025 and has held it in 4 quarters since.
James T. Borello RIA's Molson Coors Class B position peaked at $5.52K in Q3 2025.
63 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.