Jeremy Grantham's TAP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 208,741 shares of Molson Coors Beverage Company (TAP) worth $9.74 M, representing 0.02% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TAP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 413,000 shares. Largest reduction occurred in Q3 2023, reducing 229,287 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Molson Coors Beverage Company (TAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Molson Coors Beverage Company (TAP) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +23,703 | Add 12.81% | 208,741 | $46.68 |
| Q3 2025 | +96,272 | Add 108.46% | 185,038 | $45.25 |
| Q2 2025 | -57,997 | Reduce 39.52% | 88,766 | $48.09 |
| Q1 2025 | -3,637 | Reduce 2.42% | 146,763 | $60.87 |
| Q4 2024 | -140,903 | Reduce 48.37% | 150,400 | $57.32 |
| Q3 2024 | +193,127 | Add 196.72% | 291,303 | $57.52 |
| Q2 2024 | +11,743 | Add 13.59% | 98,176 | $50.83 |
| Q1 2024 | -65,432 | Reduce 43.09% | 86,433 | $67.25 |
| Q4 2023 | -52,054 | Reduce 25.53% | 151,865 | $61.21 |
| Q3 2023 | -229,287 | Reduce 52.93% | 203,919 | $63.59 |
| Q2 2023 | -201,994 | Reduce 31.80% | 433,206 | $65.84 |
| Q1 2023 | -105,178 | Reduce 14.21% | 635,200 | $51.68 |
| Q4 2022 | +190,778 | Add 34.71% | 740,378 | $51.52 |
| Q3 2022 | -34,200 | Reduce 5.86% | 549,600 | $47.99 |
| Q2 2022 | -2,500 | Reduce 0.43% | 583,800 | $54.51 |
| Q1 2022 | +8,200 | Add 1.42% | 586,300 | $53.38 |
| Q4 2021 | -14,800 | Reduce 2.50% | 578,100 | $46.35 |
| Q3 2021 | +70,900 | Add 13.58% | 592,900 | $46.38 |
| Q2 2021 | +47,800 | Add 10.08% | 522,000 | $53.69 |
| Q1 2021 | +61,200 | Add 14.82% | 474,200 | $51.15 |
| Q4 2020 | +413,000 | New Buy | 413,000 | $45.19 |
| Q3 2019 | -36,720 | Sold Out | 0 | $0.00 |
| Q2 2019 | +36,720 | New Buy | 36,720 | $55.99 |
| Q4 2016 | -38,100 | Sold Out | 0 | $0.00 |
| Q3 2016 | +38,100 | New Buy | 38,100 | $109.79 |
Jeremy Grantham's Molson Coors Beverage Company Investment FAQs
Jeremy Grantham first purchased Molson Coors Beverage Company (TAP) in Q3 2016, acquiring 38,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Molson Coors Beverage Company (TAP) for 25 quarters since Q3 2016.
Jeremy Grantham's largest addition to Molson Coors Beverage Company (TAP) was in Q4 2020, adding 413,000 shares worth $18.66 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 208,741 shares of Molson Coors Beverage Company (TAP), valued at approximately $9.74 M.
As of the Q4 2025 filing, Molson Coors Beverage Company (TAP) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Molson Coors Beverage Company (TAP) was 740,378 shares, as reported at the end of Q4 2022.