Filing Research | TAP - MOLSON COORS BEVERAGE CO Institutional Holdings

Snapshot holdings

50 / 134 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.2MSH	$46.2M
2	WILSEY ASSET MANAGEMENT INC	Shares	755.6KSH	$29.4M
3	Skylands Capital, LLC	Shares	393.8KSH	$15.3M
4	Baker Ellis Asset Management LLC	Shares	148.9KSH	$5.8M
5	Sound Income Strategies, LLC	Shares	127.8KSH	$5.0M
6	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	122.2KSH	$4.8M
7	Alpha Omega Wealth Management LLC	Shares	110.0KSH	$4.3M
8	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	102.5KSH	$4.0M
9	Capital Investment Counsel, LLC	Shares	99.6KSH	$3.9M
10	KEATING INVESTMENT COUNSELORS INC	Shares	86.5KSH	$3.4M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	92.9KSH	$3.2M
12	OLD NATIONAL BANCORP /IN/	Shares	77.6KSH	$3.0M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	73.7KSH	$2.9M
14	Police & Firemen's Retirement System of New Jersey	Shares	69.5KSH	$2.7M
15	Sage Capital Advisors,llc	Shares	66.3KSH	$2.6M
16	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	62.8KSH	$2.4M
17	Czech National Bank	Shares	45.7KSH	$1.8M
18	Red Spruce Capital, LLC	Shares	40.0KSH	$1.6M
19	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	39.7KSH	$1.5M
20	Mirae Asset Global Investments Co., Ltd.	Shares	39.5KSH	$1.5M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	35.4KSH	$1.4M
22	Poehling Capital Management, INC.	Shares	34.9KSH	$1.4M
23	Sowell Financial Services LLC	Shares	29.9KSH	$1.2M
24	Financial Solutions Advisory Group, Inc.	Shares	30.1KSH	$1.2M
25	Sequoia Financial Advisors, LLC	Shares	28.8KSH	$1.1M
26	Merit Financial Group, LLC	Shares	27.7KSH	$1.1M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.4KSH	$718.7K
28	J.W. COLE ADVISORS, INC.	Shares	18.1KSH	$704.2K
29	MISSION WEALTH MANAGEMENT, LP	Shares	18.1KSH	$703.7K
30	Addenda Capital Inc.	Shares	17.0KSH	$662.9K
31	Oak Thistle LLC	Shares	14.8KSH	$578.5K
32	OFI INVEST ASSET MANAGEMENT	Shares	13.6KSH	$528.4K
33	Investors Research Corp	Shares	12.7KSH	$492.8K
34	NorthCrest Asset Manangement, LLC	Shares	12.5KSH	$483.0K
35	Linden Thomas Advisory Services, LLC	Shares	11.5KSH	$449.8K
36	MIZUHO SECURITIES USA LLC	Shares	10.2KSH	$440.7K
37	CHIRON CAPITAL MANAGEMENT, LLC	Shares	10.8KSH	$420.8K
38	LANARK FINANCIAL, INC.	Shares	10.5KSH	$408.3K
39	Forza Wealth Management, LLC	Shares	10.1KSH	$392.3K
40	Corecam AG	Shares	9.8KSH	$380.6K
41	Crossmark Global Holdings, Inc.	Shares	9.3KSH	$362.9K
42	Apollon Wealth Management, LLC	Shares	8.6KSH	$336.9K
43	HARTFORD INVESTMENT MANAGEMENT CO	Shares	8.4KSH	$326.9K
44	Fifth Third Wealth Advisors LLC	Shares	8.3KSH	$325.3K
45	Louisiana State Employees Retirement System	Shares	8.2KSH	$319.5K
46	Traub Capital Management LLC	Shares	8.1KSH	$314.4K
47	Cardinal Point Capital Management ULC	Shares	7.9KSH	$308.8K
48	GAMMA Investing LLC	Shares	7.9KSH	$306.2K
49	Oldfield Partners LLP	Shares	7.2KSH	$280.5K
50	Central Pacific Bank - Trust Division	Shares	6.9KSH	$268.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 153 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+635.7K	+$22.5M	$46.2M
2	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+63.4K	+$2.2M	$4.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+66.9K	+$2.0M	$3.2M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+45.0K	+$1.7M	$2.7M
5	Merit Financial Group, LLC added	Shares	+22.2K	+$840.4K	$1.1M
6	Sequoia Financial Advisors, LLC added	Shares	+16.6K	+$596.6K	$1.1M
7	Skylands Capital, LLC added	Shares	+51.0K	+$579.5K	$15.3M
8	Red Spruce Capital, LLC added	Shares	+16.2K	+$533.5K	$1.6M
9	NorthCrest Asset Manangement, LLC new	Shares	+12.5K	+$483.0K	$483.0K
10	WILSEY ASSET MANAGEMENT INC added	Shares	+79.9K	+$342.9K	$29.4M
11	Fifth Third Wealth Advisors LLC new	Shares	+8.3K	+$325.3K	$325.3K
12	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+14.6K	+$324.5K	$2.9M
13	WADDELL & ASSOCIATES, LLC new	Shares	+6.7K	+$260.2K	$260.2K
14	Curated Wealth Partners LLC new	Shares	+459	+$255.6K	$255.6K
15	RIVERSEDGE ADVISORS, LLC new	Shares	+6.4K	+$248.6K	$248.6K
16	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+6.0K	+$214.1K	$420.8K
17	Capstone Wealth Management, LLC new	Shares	+5.5K	+$213.3K	$213.3K
18	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.3K	+$153.1K	$703.7K
19	EverSource Wealth Advisors, LLC added	Shares	+3.9K	+$144.5K	$210.9K
20	Poehling Capital Management, INC. added	Shares	+6.5K	+$135.8K	$1.4M
21	Apollon Wealth Management, LLC added	Shares	+3.1K	+$97.3K	$336.9K
22	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+5.9K	+$93.3K	$1.5M
23	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+2.4K	+$83.3K	$198.0K
24	True Wealth Design, LLC added	Shares	+2.2K	+$82.0K	$112.8K
25	Corecam AG added	Shares	+2.8K	+$79.7K	$380.6K
26	Financial Solutions Advisory Group, Inc. added	Shares	+4.9K	+$79.1K	$1.2M
27	IFP Advisors, Inc added	Shares	+2.1K	+$78.1K	$116.1K
28	Cardinal Point Capital Management ULC added	Shares	+2.4K	+$71.9K	$308.8K
29	Farther Finance Advisors, LLC added	Shares	+1.8K	+$64.7K	$120.3K
30	PFG Investments, LLC added	Shares	+1.8K	+$51.2K	$263.8K
31	SJS Investment Consulting Inc. added	Shares	+1.2K	+$47.7K	$56.0K
32	Activest Wealth Management added	Shares	+724	+$28.2K	$28.3K
33	Wealth Enhancement Trust Services, Inc. new	Shares	+630	+$24.5K	$24.5K
34	FULTON BANK, N.A. added	Shares	+1.1K	+$22.2K	$234.8K
35	SIGNATUREFD, LLC added	Shares	+577	+$19.0K	$55.4K
36	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+1.0K	+$16.4K	$253.2K
37	LANARK FINANCIAL, INC. added	Shares	+1.3K	+$12.4K	$408.3K
38	Owl Creek Wealth Partners LLC added	Shares	+225	+$8.6K	$10.0K
39	Bogart Wealth, LLC added	Shares	+84	+$3.2K	$4.1K
40	Physician Wealth Advisors, Inc. added	Shares	+80	+$2.8K	$6.1K
41	Creative Capital Management Investments LLC new	Shares	+58	+$2.3K	$2.3K
42	Corsicana & Co. new	Shares	+57	+$2.2K	$2.2K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+58	+$2.1K	$6.5K
44	LRI Investments, LLC added	Shares	+97	+$2.1K	$20.2K
45	Cape Investment Advisory, Inc. new	Shares	+41	+$1.6K	$1.6K
46	HIGHLINE WEALTH PARTNERS LLC added	Shares	+11	+$355	$1.1K
47	PARK AVENUE SECURITIES LLC new	Shares	+8.4K	+$328	$328
48	Sachetta, LLC added	Shares	+28	+$197	$9.6K
49	Cordant, Inc. new	Shares	+3	+$112	$112
50	CX Institutional added	Shares	+1.1K	+$42	$52

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