Financial Consulate’s Cedar Fair FUN Stock Holding History

Financial Consulate’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 Q3	$75	Buy	+7	New	+$113	﹤0.01%	1840

Other funds holding FUN

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Aull & Monroe Investment Management Mobile, Alabama $231M AUM 37.65% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Consulate's FUN Position: Q3 2026 in Review

Financial Consulate opened a new position in Cedar Fair (FUN) in Q3 2026: 7 shares worth $75. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings.

40 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

Financial Consulate held 7 shares of Cedar Fair worth $75 as of Q3 2026.
Cedar Fair was a new Financial Consulate position in Q3 2026.
Cedar Fair made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1840 holding.
40 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.