What smart money is saying about Molson Coors Beverage Company
No fund has written a full thesis on Molson Coors Beverage Company in our archive, but 3 fund letters report a position in it, most recently Palm Valley Capital Management Palm Valley Capital Fund in June 2026.
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Position history
Every position in Molson Coors Beverage Company on record in the archive was reported in Q2 2026, across 3 fund letters, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 2 moves
- June 2026
“The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corp. (ticker: VNT).”
Molson Coors Beverage Company - June 2026
“Additionally, food products company Ingredion and beverage business Molson Coors performed poorly.”
Molson Coors Beverage Company “Molson Coors Beverage Company Sold in order to redeploy capital into higher conviction opportunities.”
Molson Coors Beverage Company
Also mentioned · 3
These funds discuss Molson Coors Beverage Company as a competitor, benchmark or comparable, without disclosing a position in it.
- December 2025
“Fever-Tree is our founder-led UK listed mid-cap beverages company which dominates the premium mixer category globally. In January 2025, Fever-Tree signed a joint venture agreement for the commercialization of Fever-Tree brands in the USA by Molson Coors, which is likely to accelerate the commercialization of these brands.”
Molson Coors Beverage Company - MentionedHighwood Value PartnersDecember 2025
“• Fundamentals vs Thesis. We acquired our Fever-Tree shares in late 2024, in part on the basis that current management would resolve recent margin pressure or find itself in the hands of a larger acquiror. The JV agreement with Molson Coors and their acquisition of a 9% stake in the company in January 2025 was, I believe, a strong endorsement of this aspect of the thesis.”
Molson Coors Beverage Company - MentionedBonsai partnersJune 2025
“In January 2025, shortly after our initial investment, Fever-Tree signed an exclusive partnership agreement with Molson Coors.”
Molson Coors Beverage Company
Read the letters behind these Molson Coors Beverage Company positions
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