VALLEY WEALTH MANAGERS, INC. TAP — MOLSON COORS BEVERAGE CO CL B

Ownership history in VALLEY WEALTH MANAGERS, INC.  ·  4 quarters on record

AI Ownership Summary

VALLEY WEALTH MANAGERS, INC. reported MOLSON COORS BEVERAGE CO CL B (TAP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.42% in 2025 Q1. 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 VALLEY WEALTH MANAGERS, INC.'s position in MOLSON COORS BEVERAGE CO CL B, 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 Q4

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

High-water mark
Peak Conviction
1.42% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

TAP stock page VALLEY WEALTH MANAGERS, INC. fund profile VALLEY WEALTH MANAGERS, INC. full holdings
How VALLEY WEALTH MANAGERS, INC. held TAP — position size vs. price
% of Fund (quarterly)    TAP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.8% -6.8% ✅ 369 -217,530 -99.8% 0.00% $17K 2026-02-04 $50.79
2025 Q3 REDUCED 31.2% +4.1% ❌ 217,899 -99,039 -31.2% 0.65% $9.9M 2025-11-03 $42.34
2025 Q2 ADDED — — — 316,938 +10,043 +3.3% 1.10% $15.2M 2025-08-06 $48.72
2025 Q1 INITIATED — — — 306,895 — — 1.42% $18.7M 2025-05-07 $54.66

🏢 Other funds also holding TAP

As of 2026 Q1 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 4.56% RWC Asset Management LLP 3Y 7Y 2.12% Skylands Capital, LLC 3Y 7Y 1.93% Sage Capital Advisors,llc 3Y 7Y 1.39% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.12% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.93% KEATING INVESTMENT COUNSELORS INC 3Y 7Y 0.86% Parrish Capital LLC 0.84% Baker Ellis Asset Management LLC 3Y 7Y 0.78% Alpha Omega Wealth Management LLC 3Y 7Y 0.7%

FAQ About VALLEY WEALTH MANAGERS, INC. and TAP

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

How long has VALLEY WEALTH MANAGERS, INC. reported owning TAP?

VALLEY WEALTH MANAGERS, INC. reported TAP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TAP position in VALLEY WEALTH MANAGERS, INC.'s portfolio?

The largest reported portfolio weight for TAP was 1.42% in 2025 Q1.

What is the latest reported TAP position on this page?

The most recent filing on this page is 2025 Q4, when VALLEY WEALTH MANAGERS, INC. reported 369 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this TAP ownership page compare?

The chart compares VALLEY WEALTH MANAGERS, INC.'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.

How well did VALLEY WEALTH MANAGERS, INC. time their TAP position?

Based on 13F filing dates vs. subsequent TAP price moves, VALLEY WEALTH MANAGERS, INC. correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on TAP relative to SPY over the holding period was -31.5%.

← Back to VALLEY WEALTH MANAGERS, INC. Holdings