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Cornerstone Planning Group’s Lifeway Foods LWAY Stock Holding History

Cornerstone Planning Group’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$315 – 1791
2025
Q3 		$315 Hold
13
– – ﹤0.01% 1572
2025
Q2 		$352 Buy
+13
New +$308 ﹤0.01% 1390

Other funds holding LWAY

DSCM
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CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return

Cornerstone Planning Group's LWAY Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Lifeway Foods (LWAY) in Q4 2025, closing a stake of 13 shares — an estimated $315 sold.

Cornerstone Planning Group first reported a position in LWAY in Q2 2025 and held it in 2 quarters. The position peaked at $352 in Q2 2025. 89 funds tracked by Wall St. Rank hold LWAY as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Lifeway Foods position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 Lifeway Foods shares in Q4 2025, an estimated $315.
  • Cornerstone Planning Group first reported a position in Lifeway Foods in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Lifeway Foods position peaked at $352 in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.