Allred Capital Management’s WD-40 WDFC Stock Holding History

Allred Capital Management’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	$427K	Hold	1,753	–	–	0.14%	116
2026 Q1	$358K	Hold	1,753	–	–	0.13%	120
2025 Q4	$345K	Hold	1,753	–	–	0.12%	125
2025 Q3	$346K	Hold	1,753	–	–	0.12%	129
2025 Q2	$400K	Hold	1,753	–	–	0.15%	115
2025 Q1	$428K	Hold	1,753	–	–	0.17%	110
2024 Q4	$425K	Hold	1,753	–	–	0.16%	122
2024 Q3	$452K	Hold	1,753	–	–	0.18%	111
2024 Q2	$385K	Hold	1,753	–	–	0.15%	124
2024 Q1	$444K	Sell	1,753 -180	-9%	-$46.6K	0.17%	116
2023 Q4	$462K	Hold	1,933	–	–	0.2%	101
2023 Q3	$393K	Sell	1,933 -20	-1%	-$4.28K	0.2%	99
2023 Q2	$368K	Hold	1,953	–	–	0.18%	104
2023 Q1	$348K	Hold	1,953	–	–	0.18%	102
2022 Q4	$315K	Hold	1,953	–	–	0.17%	108
2022 Q3	$343K	Hold	1,953	–	–	0.21%	98
2022 Q2	$393K	Hold	1,953	–	–	0.25%	95
2022 Q1	$357K	Hold	1,953	–	–	0.19%	119
2021 Q4	$477K	Hold	1,953	–	–	0.23%	107
2021 Q3	$452K	Hold	1,953	–	–	0.24%	107
2021 Q2	$500K	Hold	1,953	–	–	0.25%	105
2021 Q1	$598K	Hold	1,953	–	–	0.27%	79
2020 Q4	$518K	Sell	1,953 -200	-9%	-$48.4K	0.28%	90
2020 Q3	$407K	Sell	2,153 -309	-13%	-$60.7K	0.25%	99
2020 Q2	$488K	Buy	2,462 +2	+0.1%	+$363	0.31%	82
2020 Q1	$494K	Sell	2,460 -3	-0.1%	-$565	0.38%	70
2019 Q4	$478K	Sell	2,463 -3	-0.1%	-$565	0.26%	85
2019 Q3	$453K	Sell	2,466 -2	-0.1%	-$360	0.28%	92
2019 Q2	$392K	Hold	2,468	–	–	0.22%	115
2019 Q1	$421K	Hold	2,468	–	–	0.24%	113
2018 Q4	$452K	Buy	+2,468	New	+$418K	0.3%	96

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allred Capital Management's WDFC Position: Q2 2026 in Review

Allred Capital Management held its WD-40 (WDFC) position steady in Q2 2026 at 1,753 shares worth $427K. The position accounts for 0.14% of the portfolio, ranked #116.

Allred Capital Management first reported a position in WDFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $598K in Q1 2021. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Allred Capital Management held 1,753 shares of WD-40 worth $427K as of Q2 2026.
Allred Capital Management left its WD-40 share count unchanged in Q2 2026.
WD-40 made up 0.14% of Allred Capital Management's portfolio in Q2 2026, its #116 holding.
Allred Capital Management first reported a position in WD-40 in Q4 2018 and has held it in 31 quarters since.
Allred Capital Management's WD-40 position peaked at $598K in Q1 2021.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.