Covestor
WDFC icon

Covestor’s WD-40 WDFC Stock Holding History

Covestor’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 		$36K Sell
180
-76
-30% -$16.9K 0.02% 892
2026
Q2 		$63K Sell
256
-24
-9% -$5.14K 0.04% 663
2026
Q1 		$57K Sell
280
-269
-49% -$60.1K 0.04% 630
2025
Q4 		$108K Buy
549
+49
+10% +$9.7K 0.06% 540
2025
Q3 		$99K Buy
500
+499
+49,900% +$108K 0.05% 584
2025
Q2 		$0 Sell
1
-305
-100% -$71.8K ﹤0.01% 2807
2025
Q1 		$75K Buy
306
+101
+49% +$23.9K 0.05% 659
2024
Q4 		$50K Sell
205
-21
-9% -$5.59K 0.03% 860
2024
Q3 		$58K Buy
226
+66
+41% +$16.6K 0.04% 821
2024
Q2 		$35K Sell
160
-56
-26% -$12.9K 0.02% 1001
2024
Q1 		$55K Buy
216
+79
+58% +$20.4K 0.03% 851
2023
Q4 		$33K Buy
137
+61
+80% +$13.6K 0.02% 1017
2023
Q3 		$16K Sell
76
-48
-39% -$10.3K 0.01% 1213
2023
Q2 		$23K Sell
124
-63
-34% -$11.9K 0.02% 1080
2023
Q1 		$33K Buy
187
+22
+13% +$3.8K 0.03% 865
2022
Q4 		$27K Hold
165
– – 0.02% 952
2022
Q3 		$29K Buy
165
+160
+3,200% +$29.9K 0.03% 907
2022
Q2 		$1K Sell
5
-1
-17% -$187 ﹤0.01% 1815
2022
Q1 		$1K Sell
6
-2
-25% -$427 ﹤0.01% 1989
2021
Q4 		$2K Buy
+8
New +$1.86K ﹤0.01% 1588

Other funds holding WDFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Covestor's WDFC Position: Q3 2026 in Review

Covestor reduced its WD-40 (WDFC) stake by 30% in Q3 2026, selling an estimated $16.9K and leaving 180 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #892.

Covestor first reported a position in WDFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $108K in Q4 2025. 290 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Covestor held 180 shares of WD-40 worth $36K as of Q3 2026.
  • Covestor sold 76 WD-40 shares in Q3 2026, an estimated $16.9K.
  • WD-40 made up 0.02% of Covestor's portfolio in Q3 2026, its #892 holding.
  • Covestor first reported a position in WD-40 in Q4 2021 and has held it in 20 quarters since.
  • Covestor's WD-40 position peaked at $108K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.