Molson Coors Beverage Company's SEC filings document operating results, governance matters and capital-structure disclosures for a Delaware beverage company with Class A and Class B common stock and exchange-listed senior notes. Form 8-K reports include quarterly and annual results releases, Regulation FD materials, annual meeting vote outcomes and executive-transition or compensation arrangements.
Proxy and annual-report disclosures address board elections, shareholder voting items, executive compensation, pay-versus-performance data, and the relationship between Molson Coors Beverage Company shares and Molson Coors Canada Inc. Class A and Class B exchangeable shares. The filings also identify the company's NYSE-traded TAP and TAP.A equity securities.
Molson Coors Beverage Co (TAP) is the subject of an amended ownership disclosure in which Vanguard Portfolio Management reported beneficial ownership of 12,290,427 common shares, or 7.05%, as of September 30, 2026. It reported sole voting power over 71,350 shares and sole dispositive power over 12,290,427 shares; shared voting and dispositive power were each zero.
The reported position includes securities held by Vanguard funds and client accounts, along with holdings attributed to Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. Vanguard stated that no other person's interest in the reported securities exceeds 5%. My Trieu-Gatt signed as Authorized Signatory, Head of Global Fund Administration.
Molson Coors Beverage Co (TAP) is the issuer in an amended ownership report from Vanguard Capital Management, which reports beneficial ownership of 8,040,860 shares, or 4.61%, as of September 30, 2026. Vanguard reports sole voting power over 1,230,650 shares and sole dispositive power over 8,040,860 shares; shared voting and dispositive power are each 0. The reported amount includes securities held by Vanguard funds and client accounts over which Vanguard entities have the stated powers, and excludes securities attributed to certain disaggregated subsidiaries or affiliates.
Molson Coors Beverage Co. (TAP) is the issuer in an amended ownership report where BlackRock, Inc. reports beneficial ownership of 18,415,622 Class B shares, or 10.6% of the class, as of September 30, 2026. BlackRock reports sole voting power over 17,937,926 shares and sole dispositive power over 18,415,622 shares, with zero shared voting or dispositive power.
BlackRock says the reported securities reflect certain of its business units and exclude securities attributed to other units whose holdings are disaggregated. It identifies iShares Core S&P Small-Cap ETF as having an interest in more than 5% of the issuer's total outstanding common stock.
Molson Coors Beverage Co. director Charles M. Herington acquired 395 deferred stock units on September 30, 2026, in lieu of director cash compensation. His reported direct holdings following the transaction were 66,325 shares.
Molson Coors Beverage Co. (TAP) director Christian P. Cocks received 789 shares of Class B common stock on September 30, 2026, in lieu of director cash compensation. His directly held Class B common stock totaled 10,805 shares following the award.
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report beneficial ownership of Molson Coors Beverage Company Class B Common Stock. They disclose beneficial ownership of 11,108,304 Class B shares, representing 6.34% of this class. Both entities report 0 shares with sole voting or dispositive power and 11,108,304 shares with shared voting and shared dispositive power. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
Molson Coors Beverage Company reported weaker Q2 2026 results. Net sales were $3.10 billion, down 3.3% year over year, and net income attributable to Molson Coors fell to $231.7 million ($1.23 diluted EPS), a 46.0% decline. Operating income dropped 43.1% to $331.9 million as gross margin was pressured.
Cost of goods sold rose 6.0%, driven by materials, logistics and manufacturing inflation, unfavorable mix, and a $40 million quarterly hit from U.S. aluminum Midwest Premium pricing; the company expects about a $130 million unfavorable full‑year impact versus 2025. Unrealized commodity hedge losses and lower volume also weighed on results. Six‑month operating cash flow improved to $820.4 million, supporting dividends of $0.96 per share, $208.6 million of share repurchases and the $275 million acquisition of Atomic Brands’ Monaco RTD cocktails. To refinance maturing 2026 notes, Molson Coors issued $500 million 4.9% senior notes due 2031, $1.0 billion 5.5% notes due 2036 and CAD 500 million 4.3% notes due 2033, increasing total debt to $7.68 billion while ending the quarter with $2.13 billion in cash.
Molson Coors Beverage Company reported weaker results for the quarter ended June 30, 2026. Net sales were $3,096.5 million, down 3.3% (3.6% in constant currency), as financial volume fell 5.4%. U.S. GAAP income before income taxes dropped 49.0% to $283.1 million, and net income attributable to Molson Coors declined to $231.7 million, or $1.23 per diluted share, a 42.3% decrease. Underlying diluted EPS was $1.58, down 22.9%.
Performance was pressured by a $98.0 million unfavorable change in unrealized mark-to-market commodity derivatives, cost inflation including about $40 million from Midwest Premium pricing, and higher MG&A, partly offset by price/mix and cost savings. For the first half, operating cash flow rose to $820.4 million and underlying free cash flow to $513.8 million, supported by working-capital benefits and lower capital expenditures. Net debt was $5,581.5 million, with a net debt to underlying EBITDA ratio of 2.53x. Management continues to target 2026 net sales flat (plus or minus 1%) and double-digit declines in underlying income before income taxes and EPS.
Dimensional Fund Advisors LP reported beneficial ownership of 8,828,265 Molson Coors Beverage Co common shares, representing 5.0% of the class. Dimensional has sole power to vote 8,789,851 shares and sole power to dispose of 8,828,265 shares, all held in underlying funds for which it serves as adviser or manager. These securities are owned by the funds, which receive dividends and sale proceeds, and Dimensional disclaims beneficial ownership except as may be deemed under Section 13(d) of the Securities Exchange Act.
Adolph Coors CO LLC, a more than ten-percent owner of Molson Coors Beverage Co, reports initial holdings of Class A and Class B Common Stock. It indirectly holds 21,222,798 shares of Class B and 2,520,000 shares of Class A through family trusts and entities, and directly holds 300,000 Class B shares. The filing notes a restructuring of family trusts and entities completed on June 30, 2026, and states that Class A shares are convertible into Class B on a one-for-one basis under a Class A Common Stock Voting Trust Agreement.