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Coppell Advisory Solutions’s WD-40 WDFC Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-7
Closed -$1.69K – 1863
2024
Q4 		$1.69K Hold
7
– – ﹤0.01% 1561
2024
Q3 		$1.8K Hold
7
– – ﹤0.01% 1465
2024
Q2 		$1.54K Buy
+7
New +$1.62K ﹤0.01% 1423
2023
Q4 		$1.67K Buy
+7
New +$1.56K ﹤0.01% 1322
2023
Q3 		– Sell
-7
Closed -$1.31K – 1572
2023
Q2 		$1.31K Buy
+7
New +$1.32K ﹤0.01% 1087

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coppell Advisory Solutions's WDFC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WD-40 (WDFC) in Q1 2025, closing a stake of 7 shares — an estimated $1.69K sold.

Coppell Advisory Solutions first reported a position in WDFC in Q2 2023 and held it in 5 quarters. The position peaked at $1.8K in Q3 2024. 378 funds tracked by Wall St. Rank hold WDFC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining WD-40 position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7 WD-40 shares in Q1 2025, an estimated $1.69K.
  • Coppell Advisory Solutions first reported a position in WD-40 in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's WD-40 position peaked at $1.8K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held WD-40 as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.