Position in TAP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,204,697
-$2,029,904 QoQ
Shares Held
74,424
-33.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0.05240245082231538.ToString("F0")%
Shared 0.ToString("F0")%
None 99.94759754917769.ToString("F0")%
Common Shares in TAP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $39,387,983 across 6 Beverages - Brewers names. TAP ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
83,534 | $12,530,100 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
177,506 | $12,313,591 | |
| 3 | SAM |
Boston Beer Co Inc
|
26,457 | $6,095,692 | |
| 4 | TAP |
Molson Coors Beverage Co
This page
|
74,424 | $3,204,697 | |
| 5 | FMX |
Mexican Economic Development Inc
|
25,302 | $2,810,040 | |
| 6 | ABEV |
Ambev S.A.
|
833,515 | $2,433,863 |
All Filings in TAP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,204,697 | 74,424 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,234,601 | 112,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,515,899 | 55,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $879,132 | 18,281 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,355,757 | 22,273 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,253,015 | 21,860 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,086,552 | 18,890 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $837,269 | 16,472 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,040,290 | 15,469 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $852,593 | 13,929 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $873,217 | 13,732 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $821,419 | 12,476 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $561,813 | 10,871 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $524,988 | 10,190 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $261,065 | 5,440 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $214,169 | 3,929 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,914 | 448 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $218,629 | 4,838 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $254,641 | 7,411 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||