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Cornerstone Planning Group’s WD-40 WDFC Stock Holding History

Cornerstone Planning Group’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03K Hold
17
– – ﹤0.01% 1141
2026
Q1 		$3.56K Hold
17
– – ﹤0.01% 1176
2025
Q4 		$3.73K Buy
+17
New +$3.35K ﹤0.01% 1053
2025
Q3 		– Sell
-2
Closed -$434 – 1765
2025
Q2 		$434 Buy
+2
New +$471 ﹤0.01% 1339

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Cornerstone Planning Group's WDFC Position: Q2 2026 in Review

Cornerstone Planning Group held its WD-40 (WDFC) position steady in Q2 2026 at 17 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Cornerstone Planning Group first reported a position in WDFC in Q2 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Cornerstone Planning Group held 17 shares of WD-40 worth $4.03K as of Q2 2026.
  • Cornerstone Planning Group left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1141 holding.
  • Cornerstone Planning Group first reported a position in WD-40 in Q2 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.