Checchi Capital Advisers’s WD-40 WDFC Stock Holding History

Checchi Capital Advisers’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	$414K	Buy	1,698 +198	+13%	+$42.4K	0.02%	401
2026 Q1	$306K	Hold	1,500	–	–	0.02%	466
2025 Q4	$295K	Hold	1,500	–	–	0.02%	437
2025 Q3	$296K	Hold	1,500	–	–	0.02%	437
2025 Q2	$342K	Hold	1,500	–	–	0.02%	423
2025 Q1	$366K	Hold	1,500	–	–	0.02%	405
2024 Q4	$364K	Hold	1,500	–	–	0.02%	392
2024 Q3	$387K	Hold	1,500	–	–	0.02%	386
2024 Q2	$329K	Hold	1,500	–	–	0.02%	409
2024 Q1	$380K	Hold	1,500	–	–	0.03%	393
2023 Q4	$359K	Hold	1,500	–	–	0.03%	386
2023 Q3	$305K	Buy	+1,500	New	+$321K	0.03%	399

Other funds holding WDFC

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

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 New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Checchi Capital Advisers's WDFC Position: Q2 2026 in Review

Checchi Capital Advisers increased its WD-40 (WDFC) stake by 13% in Q2 2026, buying an estimated $42.4K and bringing the position to 1,698 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #401.

Checchi Capital Advisers first reported a position in WDFC in Q3 2023 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Checchi Capital Advisers held 1,698 shares of WD-40 worth $414K as of Q2 2026.
Checchi Capital Advisers bought 198 WD-40 shares in Q2 2026, an estimated $42.4K.
WD-40 made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #401 holding.
Checchi Capital Advisers first reported a position in WD-40 in Q3 2023 and has held it in 12 quarters since.
173 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.