Curbstone Financial Management Corp’s WD-40 WDFC Stock Holding History

Curbstone Financial Management Corp’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	$513K	Sell	2,106 -350	-14%	-$74.9K	0.09%	180
2026 Q1	$501K	Sell	2,456 -100	-4%	-$22.3K	0.1%	173
2025 Q4	$503K	Sell	2,556 -2,690	-51%	-$530K	0.1%	171
2025 Q3	$1.04M	Sell	5,246 -100	-2%	-$21.7K	0.2%	107
2025 Q2	$1.22M	Sell	5,346 -290	-5%	-$68.2K	0.25%	90
2025 Q1	$1.38M	Sell	5,636 -60	-1%	-$14.2K	0.29%	82
2024 Q4	$1.38M	Buy	5,696 +70	+1%	+$18.6K	0.29%	85
2024 Q3	$1.45M	Sell	5,626 -210	-4%	-$52.7K	0.31%	84
2024 Q2	$1.28M	Hold	5,836	–	–	0.28%	90
2024 Q1	$1.48M	Hold	5,836	–	–	0.32%	82
2023 Q4	$1.4M	Sell	5,836 -200	-3%	-$44.6K	0.32%	80
2023 Q3	$1.23M	Sell	6,036 -350	-5%	-$74.8K	0.3%	83
2023 Q2	$1.2M	Sell	6,386 -450	-7%	-$85K	0.29%	88
2023 Q1	$1.22M	Sell	6,836 -1,630	-19%	-$281K	0.3%	84
2022 Q4	$1.36M	Sell	8,466 -1,430	-14%	-$239K	0.34%	76
2022 Q3	$1.74M	Hold	9,896	–	–	0.43%	65
2022 Q2	$1.99M	Sell	9,896 -500	-5%	-$93.3K	0.46%	60
2022 Q1	$1.91M	Buy	10,396 +150	+1%	+$32K	0.35%	74
2021 Q4	$2.51M	Buy	10,246 +450	+5%	+$105K	0.44%	60
2021 Q3	$2.27M	Buy	9,796 +150	+2%	+$36K	0.43%	63
2021 Q2	$2.47M	Buy	+9,646	New	+$2.47M	0.46%	60

Other funds holding WDFC

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return