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Callan Family Office’s WD-40 WDFC Stock Holding History

Callan Family Office’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
Q1 		$363K Buy
+1,779
New +$397K 0.01% 867
2025
Q3 		– Sell
-1,710
Closed -$390K – 955
2025
Q2 		$390K Buy
+1,710
New +$402K 0.01% 689

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Callan Family Office's WDFC Position: Q1 2026 in Review

Callan Family Office opened a new position in WD-40 (WDFC) in Q1 2026: 1,779 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Callan Family Office previously reported a position in WDFC as recently as Q2 2025.

Callan Family Office first reported a position in WDFC in Q2 2025 and has held it in 2 quarters since. The position peaked at $390K in Q2 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Callan Family Office held 1,779 shares of WD-40 worth $363K as of Q1 2026.
  • WD-40 was a new Callan Family Office position in Q1 2026.
  • WD-40 made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #867 holding.
  • Callan Family Office first reported a position in WD-40 in Q2 2025 and has held it in 2 quarters since.
  • Callan Family Office's WD-40 position peaked at $390K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.