CRI
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Commonwealth Retirement Investments’s Cedar Fair FUN Stock Holding History

Commonwealth Retirement Investments’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.51K Buy
+118
New +$2.41K ﹤0.01% 377
2026
Q1 		– Sell
-118
Closed -$1.81K – 229
2025
Q4 		$1.81K Buy
+118
New +$2.13K ﹤0.01% 402

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Retirement Investments's FUN Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Cedar Fair (FUN) in Q2 2026: 118 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in FUN as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in FUN in Q4 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Commonwealth Retirement Investments held 118 shares of Cedar Fair worth $2.51K as of Q2 2026.
  • Cedar Fair was a new Commonwealth Retirement Investments position in Q2 2026.
  • Cedar Fair made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #377 holding.
  • Commonwealth Retirement Investments first reported a position in Cedar Fair in Q4 2025 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.