TAP β€” MOLSON COORS BEVERAGE CO

Ownership history in Merit Financial Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported MOLSON COORS BEVERAGE CO (TAP) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows TAP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TAP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in MOLSON COORS BEVERAGE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TAP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Merit Financial Group, LLC held TAP β€” position size vs. price
% of Fund (quarterly)    TAP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,498 -576 -8.1% 0.00% $294K 2025-10-20 $45.65
2025 Q2 ADDED 7,074 +82 +1.2% 0.00% $340K 2025-07-22 $50.11
2025 Q1 ADDED 6,992 +4 +0.1% 0.01% $426K 2025-04-09 $58.25
2024 Q4 INITIATED 6,988 β€” β€” 0.01% $401K 2025-01-15 $51.98

🏒 Other funds also holding TAP

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01% Hilltop National Bank 0.0% Aspect Partners, LLC 0.0%

FAQ About Merit Financial Group, LLC and TAP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merit Financial Group, LLC reported owning TAP?

Merit Financial Group, LLC reported TAP across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported TAP position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for TAP was 0.01% in 2024 Q4.

What is the latest reported TAP position on this page?

The most recent filing on this page is 2025 Q3, when Merit Financial Group, LLC reported 6,498 shares, equal to 0.00% of portfolio, with an estimated market value of $294K.

What does the chart on this TAP ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly TAP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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