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Cornerstone Planning Group’s Oil-Dri ODC Stock Holding History

Cornerstone Planning Group’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-221
Closed -$30.4K – 1806
2025
Q3 		$30.4K Buy
221
+209
+1,742% +$12.7K ﹤0.01% 464
2025
Q2 		$679 Buy
+12
New +$583 ﹤0.01% 1209

Other funds holding ODC

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Oil-Dri (ODC) in Q4 2025, closing a stake of 221 shares — an estimated $30.4K sold.

Cornerstone Planning Group first reported a position in ODC in Q2 2025 and held it in 2 quarters. The position peaked at $30.4K in Q3 2025. 135 funds tracked by Wall St. Rank hold ODC as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Oil-Dri position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 221 Oil-Dri shares in Q4 2025, an estimated $30.4K.
  • Cornerstone Planning Group first reported a position in Oil-Dri in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Oil-Dri position peaked at $30.4K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Oil-Dri as of Q4 2025.

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