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Molson Coors Beverage Company

TAP Consumer Staples
$38.93 +$0.49 (1.27%)
Market Cap: $7.26 B
Gurus Holding
10
Popularity Rank
#421
% of Shares Held
8.11%
Net Activity (Q2 2026)
+$249.86 M

Guru Ownership Trend

Guru Analysis for Molson Coors Beverage Company (TAP)

Molson Coors Beverage Company (TAP), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $588.31 M.

Top institutional holders include Cliff Asness and Prem Watsa.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $249.86 M net inflow during the quarter.

Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 55.0%.

Key Holders

Top 5 by Value

$432.78 M
$77.67 M
$47.16 M
$9.39 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$284.37 M
Total Buy Value
New Buys 0
Additions 7
-$34.51 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for Molson Coors Beverage Company (TAP)

Major holders include Cliff Asness ($432.78 M), Prem Watsa ($77.67 M), Joel Greenblatt ($47.16 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 15.11 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $249.86 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited TAP. The total reported sell value was $34.51 M.

Yes, 0 managers opened new positions in TAP, and 7 increased their existing holdings. The total reported buy value was $284.37 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Add 136.6% 11,108,304 $432.78 M Q2 2026
2.94% Add 38.7% 1,994,500 $77.67 M Q2 2026
0.11% Add 6.8% 1,210,395 $47.16 M Q2 2026
0.04% Add 2561.4% 240,967 $9.39 M Q2 2026
0.01% Reduce -55.0% 224,740 $8.76 M Q2 2026
0.04% Add 3.8% 104,471 $4.07 M Q2 2026
0.54% Reduce -1.7% 103,625 $4.04 M Q2 2026
0.01% 65,714 $2.56 M Q2 2026
0.13% Add 40.8% 44,702 $1.74 M Q2 2026
0.00% Add 43.2% 14,668 $571,466 Q2 2026
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