Midwest Capital Advisors’s Cedar Fair FUN Stock Holding History

Midwest Capital Advisors’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	$10.7K	Sell	500 -40	-7%	-$817	﹤0.01%	167
2026 Q1	$9.59K	Hold	540	–	–	﹤0.01%	167
2025 Q4	$8.28K	Hold	540	–	–	﹤0.01%	163
2025 Q3	$12.3K	Hold	540	–	–	0.01%	150
2025 Q2	$16.4K	Hold	540	–	–	0.01%	132
2025 Q1	$19.3K	Hold	540	–	–	0.01%	124
2024 Q4	$26K	Buy	+540	New	+$23.7K	0.02%	112

Other funds holding FUN

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Midwest Capital Advisors's FUN Position: Q2 2026 in Review

Midwest Capital Advisors reduced its Cedar Fair (FUN) stake by 7.4% in Q2 2026, selling an estimated $817 and leaving 500 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Midwest Capital Advisors first reported a position in FUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $26K in Q4 2024. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Midwest Capital Advisors held 500 shares of Cedar Fair worth $10.7K as of Q2 2026.
Midwest Capital Advisors sold 40 Cedar Fair shares in Q2 2026, an estimated $817.
Cedar Fair made up ﹤0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #167 holding.
Midwest Capital Advisors first reported a position in Cedar Fair in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's Cedar Fair position peaked at $26K in Q4 2024.
311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.