Cornerstone Planning Group
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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
Q3 		– Sell
-17
Closed -$4.03K – 1701
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornerstone Planning Group's WDFC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 17 shares — an estimated $4.03K sold.

Cornerstone Planning Group first reported a position in WDFC in Q2 2025 and held it in 4 quarters. The position peaked at $4.03K in Q2 2026. 27 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 WD-40 shares in Q3 2026, an estimated $4.03K.
  • Cornerstone Planning Group first reported a position in WD-40 in Q2 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's WD-40 position peaked at $4.03K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.