Creative Planning’s Cedar Fair FUN Stock Holding History

Creative Planning’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
2016 Q3	–	Sell	-500	Closed	-$1K	–	4627
2016 Q2	$1K	Buy	+500	New	+$29.2K	﹤0.01%	4158

Other funds holding FUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Creative Planning's FUN Position: Q3 2025 in Review

Creative Planning sold out of Cedar Fair (FUN) in Q3 2025, closing a stake of 6,732 shares — an estimated $205K sold.

Creative Planning first reported a position in FUN in Q2 2013 and held it in 46 quarters. The position peaked at $1.02M in Q1 2017. 306 funds tracked by Wall St. Rank hold FUN as of Q3 2025.

Creative Planning reported no remaining Cedar Fair position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 6,732 Cedar Fair shares in Q3 2025, an estimated $205K.
Creative Planning first reported a position in Cedar Fair in Q2 2013 and held it in 46 quarters.
Creative Planning's Cedar Fair position peaked at $1.02M in Q1 2017.
306 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.