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Kohmann Bosshard Financial Services’s Cedar Fair FUN Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-1,825
Closed -$28K – 353
2025
Q4 		$28K Buy
+1,825
New +$33K ﹤0.01% 656
2025
Q1 		– Sell
-1,934
Closed -$93.2K – 461
2024
Q4 		$93.2K Buy
+1,934
New +$84.8K 0.01% 262

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Kohmann Bosshard Financial Services's FUN Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 1,825 shares — an estimated $28K sold.

Kohmann Bosshard Financial Services first reported a position in FUN in Q4 2024 and held it in 2 quarters. The position peaked at $93.2K in Q4 2024. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,825 Cedar Fair shares in Q1 2026, an estimated $28K.
  • Kohmann Bosshard Financial Services first reported a position in Cedar Fair in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Cedar Fair position peaked at $93.2K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.