CPG
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Cornerstone Planning Group’s Coty COTY Stock Holding History

Cornerstone Planning Group’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-73
Closed -$228 – 1842
2025
Q4 		$228 Sell
73
-197
-73% -$716 ﹤0.01% 1627
2025
Q3 		$1.06K Buy
270
+159
+143% +$729 ﹤0.01% 1289
2025
Q2 		$529 Hold
111
– – ﹤0.01% 1285
2025
Q1 		$547 Buy
111
+38
+52% +$238 ﹤0.01% 1273
2024
Q4 		$556 Hold
73
– – ﹤0.01% 1108
2024
Q3 		$566 Hold
73
– – ﹤0.01% 1059
2024
Q2 		$670 Hold
73
– – ﹤0.01% 1030
2024
Q1 		$847 Hold
73
– – ﹤0.01% 815
2023
Q4 		$907 Hold
73
– – ﹤0.01% 727
2023
Q3 		$801 Buy
+73
New +$860 ﹤0.01% 829

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Planning Group's COTY Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Coty (COTY) in Q1 2026, closing a stake of 73 shares — an estimated $228 sold.

Cornerstone Planning Group first reported a position in COTY in Q3 2023 and held it in 10 quarters. The position peaked at $1.06K in Q3 2025. 325 funds tracked by Wall St. Rank hold COTY as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Coty position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 73 Coty shares in Q1 2026, an estimated $228.
  • Cornerstone Planning Group first reported a position in Coty in Q3 2023 and held it in 10 quarters.
  • Cornerstone Planning Group's Coty position peaked at $1.06K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Coty as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.